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AP

Andria R. Pyn

PYN WEALTH MANAGEMENT
Breckenridge, CO
Some features on this profile are disabled
CRD#: 6639890
AP

Professional summary

Andria Renee Pyn is a registered financial advisor currently at PYN WEALTH MANAGEMENT LLC located in Breckenridge, Colorado.

Andria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andria has worked at 2 firms and has passed the Series 65 exam.

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 Andria Renee Pyn's 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 25, 2023 - Present

PYN WEALTH MANAGEMENT LLC

RIA
CRD#: 327667
Breckenridge, CO
Past

January 17, 2018 - May 7, 2024

ZIDEL FINANCIAL INC.

RIA
CRD#: 135047
BRECKENRIDGE, CO

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
Colorado
(8/25/2023)
IAR
Texas
(4/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2018
Uniform Investment Adviser Law Examination

Current Firm

PW
PYN WEALTH MANAGEMENT LLC
PYN WEALTH MANAGEMENT LLC

CRD#: 327667 / SEC#:

Colorado
Registered Investment Advisory firm - (8/25/2023 Approved)
Texas
Registered Investment Advisory firm - (4/30/2024 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Breckenridge, CO
Mailing Address
Po Box 5523, Breckenridge, CO 80424
Phone number
(970) 409-4009
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts69
AUM (Assets Under Management)$ 3,603,898

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.

Company Information

PYN WEALTH MANAGEMENT LLC

CRD#: 327667Breckenridge, CO

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