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HC

Haldo Cabrera

RELEVANT WEALTH ADVISORS
MILL VALLEY, CA 94941
Some features on this profile are disabled
CRD#: 6661426
HC

Professional summary

Haldo Cabrera is a registered financial advisor currently at RELEVANT WEALTH ADVISORS, LLC located in Mill Valley, California.

Haldo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Haldo has worked at 4 firms and has passed the Series 66, Series 31, 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 Haldo Cabrera'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 17, 2026 - Present

RELEVANT WEALTH ADVISORS, LLC

Office #1: 2 Belvedere Place Ste 200, Mill Valley, CA 94941
RIA
CRD#: 1489
MILL VALLEY, CA
Past

March 2, 2022 - August 6, 2025

IEQ CAPITAL, LLC

RIA
CRD#: 301819
FOSTER CITY, CA
Past

March 28, 2017 - February 9, 2022

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
San Francisco, CA
Past

September 1, 2016 - February 9, 2022

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN FRANCISCO, CA
Past

July 26, 2016 - February 9, 2022

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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".
RELEVANT WEALTH ADVISORS, LLC
RELEVANT WEALTH ADVISORS, LLC
COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA
Registered Investment Advisory firm - SEC (4/12/1999 Approved)
BD
Terminated by SEC on 10/01/2021

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
(4/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 2/11/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2016
General Securities Representative Examination

Current Firm

RELEVANT WEALTH ADVISORS, LLC
RELEVANT WEALTH ADVISORS, LLC
COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA
Registered Investment Advisory firm - SEC (4/12/1999 Approved)
BD
Terminated by SEC on 10/01/2021
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2 Belvedere Place Ste 350, Mill Valley, CA 94941
Mailing Address
Phone number
(415) 925-4000
Established
California since 07/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RELEVANT WEALTH ADVISORS WRAP BROCHURE (3/3/2025)
RELEVANT WEALTH ADVISORS ADV PART 2A (3/3/2025)

Direct owners and executive officers

NamePositionCRD#
RAABE, BRUCE JONCHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER2268947

Regulatory assets under management

Total Number of Accounts41
AUM (Assets Under Management)$ 681,532,553

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

RELEVANT WEALTH ADVISORS, LLC

RELEVANT WEALTH ADVISORS, LLC

CRD#: 1489Mill Valley, CA 94941

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