Christian Mejia

SIVIA CAPITAL PARTNERS

Mill Valley, CA 94941

Some features on this profile are disabled

CRD#: 6611171

Professional summary

Christian Mejia is a registered financial advisor currently at SIVIA CAPITAL PARTNERS, LLC located in Mill Valley, California.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christian has worked at 5 firms and has passed the Series 66, Series 82TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Christian Mejia'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

April 8, 2021 - Present

SIVIA CAPITAL PARTNERS, LLC

Office #1: 495 Miller Avenue Suite 206, Mill Valley, CA 94941

RIA

CRD#: 170413

Mill Valley, CA

Past

April 12, 2019 - April 12, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN FRANCISCO, CA

Past

April 12, 2019 - April 12, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN FRANCISCO, CA

Past

December 11, 2017 - March 29, 2019

S F SENTRY SECURITIES, INC.

CRD#: 27432

SAN FRANCISCO, CA

Past

July 19, 2017 - January 3, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN FRANCISCO, CA

Past

May 28, 2016 - May 16, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUSTIN, TX

Past

May 17, 2016 - May 16, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

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".

SIVIA CAPITAL PARTNERS, LLC

SIVIA CAPITAL | SIVIA CAPITAL PARTNERS, LLC

CRD#: 170413 / SEC#: 801-79173

RIA

Registered Investment Advisory firm - (2/10/2014 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
(4/8/2021)

IAR

Texas
(4/14/2021)

IAR

Washington
(4/12/2021)

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: 5/27/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2016

General Securities Representative Examination

Current Firm

SIVIA CAPITAL PARTNERS, LLC

SIVIA CAPITAL | SIVIA CAPITAL PARTNERS, LLC

CRD#: 170413 / SEC#: 801-79173

RIA

Registered Investment Advisory firm - (2/10/2014 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

495 Miller Avenue Suite 206, Mill Valley, CA 94941

Mailing Address

Phone number

(415) 231-7490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIVIA CAPITAL PTRS - ADV PART 2A (9/11/2025)

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 640,807,082

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

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christian Mejia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Mejia's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

S F SENTRY SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

SIVIA CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/27/2016

Series 82TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2016

Current Firm

SIVIA CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIVIA CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors