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Robert E. Wycoff

BRIGHTORANGE ADVISORS
Altadena, CA
Some features on this profile are disabled
CRD#: 7381535
RW

Professional summary

Robert Edmund Wycoff is a registered financial advisor currently at BRIGHTORANGE ADVISORS located in Altadena, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
1.) Raymond Hill Realty; Non-Investment Related; 2561 Allen Ave Altadena, CA 91001; Real Estate; Owner / CEO; 10/2024; 40 hours per month; 2 hours per month during trading; admin, transactional, showing properities, speaking with clients. 2.) Wycoff Real Estate Group, Inc.; Non-Investment Related; 2561 Allen Ave Altadena, CA 91001; Real Estate; Director; 04/2018; 20 hours per month; 2 hours per month during trading; admin, transactional, showing properities, speaking with clients. 3.) RadSurg; Non-investment Related; 2561 Allen Ave Altadena, CA 91001; Healthcare Consulting; Consultant; 04/2018; 5 hours per month; 0 hours per month during trading; Accreditation, regulatory requirements, licensure maintenance, payer negotiations, practice management, and revenue cycle management consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edmund Wycoff'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

December 16, 2024 - Present

BRIGHTORANGE ADVISORS

RIA
CRD#: 333477
Altadena, CA
Past

May 20, 2021 - March 31, 2025

LIGHT CAPITAL MANAGEMENT LLC

RIA
CRD#: 297161
Altadena, 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
(12/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2021
Uniform Investment Adviser Law Examination

Current Firm

BA
BRIGHTORANGE ADVISORS
BRIGHTORANGE ADVISORS

CRD#: 333477 / SEC#:

California
Registered Investment Advisory firm - (12/16/2024 Approved)
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Contact information

Main Address
Altadena, CA
Mailing Address
Phone number
(626) 616-9351
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 1,200,000

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.

Company Information

BRIGHTORANGE ADVISORS

CRD#: 333477Altadena, CA

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