Autumn J. Anderson

VERITA STRATEGIC WEALTH PARTNERS

SAN FRANCISCO, CA

Some features on this profile are disabled

CRD#: 6420058

Professional summary

Autumn Joy Anderson, who also goes by Autumn Anderson, is a registered financial advisor currently at VERITA STRATEGIC WEALTH PARTNERS, LLC located in San Francisco, California.

Autumn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Autumn has worked at 4 firms and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Autumn Anderson

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.

Autumn J. Anderson; Non Investment-Related; Pittsburg, CA; Law; Lawyer; 9/2021; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Autumn Joy Anderson'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®

None

Experience

Current

August 6, 2025 - Present

VERITA STRATEGIC WEALTH PARTNERS, LLC

RIA

CRD#: 335215

SAN FRANCISCO, CA

Past

June 17, 2024 - June 24, 2025

ICONIQ CAPITAL, LLC

RIA

CRD#: 159198

SAN FRANCISCO, CA

Past

November 7, 2019 - April 1, 2024

JORDAN PARK GROUP LLC

RIA

CRD#: 287755

SAN FRANCISCO, CA

Past

June 25, 2018 - October 30, 2019

SEPIO CAPITAL, LP

RIA

CRD#: 285645

SAN FRANCISCO, CA

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".

VERITA STRATEGIC WEALTH PARTNERS, LLC

CRD#: 335215 / SEC#: 801-132313

RIA

Registered Investment Advisory firm - (4/2/2025 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

California
(8/6/2025)

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 65

Date: 6/25/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/20/2016

Uniform Combined State Law Examination

Current Firm

VERITA STRATEGIC WEALTH PARTNERS, LLC

CRD#: 335215 / SEC#: 801-132313

RIA

Registered Investment Advisory firm - (4/2/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

San Francisco, CA

Mailing Address

Phone number

(415) 520-4345

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERITA STRATEGIC WEALTH PARTNERS FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 854,800,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Autumn J. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Autumn Joy Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITA STRATEGIC WEALTH PARTNERS, LLC

ICONIQ CAPITAL, LLC

JORDAN PARK GROUP LLC

SEPIO CAPITAL, LP

Primary Firm SEC Registration

VERITA STRATEGIC WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2018

Series 66

Date: 6/20/2016

Current Firm

VERITA STRATEGIC WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERITA STRATEGIC WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors