Elias P. Bachmann

REYL OVERSEAS LTD.

Zürich, 8001

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CRD#: 4969156

Professional summary

Elias Peter Bachmann, CFA, who also goes by Elias Bachmann, is a registered financial advisor currently at REYL OVERSEAS LTD. .

Elias is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Elias has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elias Bachmann

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elias Peter Bachmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

May 20, 2026 - Present

REYL OVERSEAS LTD.

Office #1: 65 Talstrasse, Zürich 8001

RIA

CRD#: 152526

Zürich,

Past

November 17, 2009 - August 13, 2025

BSW WEALTH PARTNERS

RIA

CRD#: 107485

BOULDER, CO

Past

September 16, 2005 - October 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOULDER, CO

Past

June 29, 2005 - October 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOULDER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REYL OVERSEAS LTD.

REYL OVERSEAS LTD. | SOLITAIRE OVERSEAS LTD.

CRD#: 152526 / SEC#: 801-70959

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/28/2005

General Securities Representative Examination

Current Firm

REYL OVERSEAS LTD.

REYL OVERSEAS LTD. | SOLITAIRE OVERSEAS LTD.

CRD#: 152526 / SEC#: 801-70959

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

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Contact information

Main Address

65 Talstrasse, Zürich 8001

Mailing Address

Phone number

+41 58 717 9400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REYL OVERSEAS FORM ADV BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 461,638,901

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Elias P. Bachmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elias Peter Bachmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

REYL OVERSEAS LTD.

BSW WEALTH PARTNERS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

REYL OVERSEAS LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2005

Series 7

Date: 6/28/2005

Current Firm

REYL OVERSEAS LTD.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REYL OVERSEAS LTD.

TRUST BUT VERIFY

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