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RM

Reuben R. Moldowan

PACIFICA PARTNERS CAPITAL MANAGEMENT
Surrey, V3S 5A5
Some features on this profile are disabled
CRD#: 7397452
RM

Professional summary

Reuben Russell Lee Moldowan is a registered financial advisor currently at PACIFICA PARTNERS CAPITAL MANAGEMENT INC. .

Reuben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Reuben has worked at 1 firm 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reuben Russell Lee Moldowan'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

July 1, 2021 - Present

PACIFICA PARTNERS CAPITAL MANAGEMENT INC.

Office #1: Suite #213 5455 - 152 Street, Surrey, V3S 5A5
RIA
CRD#: 162313
Surrey,

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".
PP
PACIFICA PARTNERS CAPITAL MANAGEMENT INC.
PACIFICA PARTNERS CAPITAL MANAGEMENT INC.

CRD#: 162313 / SEC#: 801-75541

RIA
Registered Investment Advisory firm - (5/29/2012 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
Washington
(7/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/16/2021
Uniform Investment Adviser Law Examination

Current Firm

PP
PACIFICA PARTNERS CAPITAL MANAGEMENT INC.
PACIFICA PARTNERS CAPITAL MANAGEMENT INC.

CRD#: 162313 / SEC#: 801-75541

RIA
Registered Investment Advisory firm - (5/29/2012 Approved)
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Contact information

Main Address
Suite #213 5455 - 152 Street, Surrey, V3S 5A5
Mailing Address
Suite #103 8105 Birch Bay Square, Blaine, WA 98230
Phone number
(877) 576-8908
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (4 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

FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts391
AUM (Assets Under Management)$ 105,480,600

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

PACIFICA PARTNERS CAPITAL MANAGEMENT INC.

CRD#: 162313Surrey, V3S 5A5

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