Charles Bettendorf

GREYFIELD CAPITAL MANAGEMENT

SAN MARINO, CA

CRD#: 6912687

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Professional summary

Charles Bettendorf, who also goes by Charles Bettendorf, is a registered financial advisor currently at GREYFIELD CAPITAL MANAGEMENT LLC located in San Marino, California.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Charles has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Bettendorf

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 Charles Bettendorf'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

October 31, 2018 - Present

GREYFIELD CAPITAL MANAGEMENT LLC

RIA

CRD#: 291698

SAN MARINO, CA

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
(2/5/2024)

IAR

Florida
(10/31/2018)

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: 10/29/2018

Uniform Investment Adviser Law Examination

Current Firm

GREYFIELD CAPITAL MANAGEMENT LLC

CRD#: 291698 / SEC#:

California

Registered Investment Advisory firm - (2/5/2024 Approved)

Florida

Registered Investment Advisory firm - (10/31/2018 Approved)

South Carolina

Registered Investment Advisory firm - (11/7/2025 Termination Requested)

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Contact information

Main Address

San Marino, CA

Mailing Address

Phone number

(310) 938-5490

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 16,067,201

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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Charles Bettendorf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Bettendorf's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREYFIELD CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2018

Current Firm

GREYFIELD CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREYFIELD CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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