Faith Counio

CHRYSALID FINANCIAL

Newark, CA 94560

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CRD#: 7516831

Professional summary

Faith Counio, CFP®, who also goes by Faith Musingarimi, is a registered financial advisor currently at CHRYSALID FINANCIAL, LLC located in Newark, California.

Faith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Faith has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Faith Musingarimi

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.

Faith Counio may offer non-advisory consulting services to other Investment Advisors and/or institutions for additional compensation. Clients who purchase this service are not required to become advisory clients of Chrysalid. When applicable, non-advisory consulting services typically account for approximately 10% or less of Ms. Counio's time during trading hours. Non-advisory consulting service clients are separate and unaffiliated entities. Ms. Counio does not refer the clients of these unaffiliated entities to Chrysalid.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Faith Counio'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®

CFP^®

Certified Financial Planner

Experience

Current

June 30, 2023 - Present

CHRYSALID FINANCIAL, LLC

Office #1: 39899 Balentine Dr Ste 200, Newark, CA 94560

RIA

CRD#: 326813

Newark, CA

Past

May 30, 2023 - July 5, 2024

SAS FINANCIAL ADVISORS, LLC.

RIA

CRD#: 288015

San Francisco, CA

Past

March 9, 2022 - September 11, 2022

CERITY PARTNERS LLC

RIA

CRD#: 151559

SAN FRANCISCO, 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
(6/30/2023)

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

Current Firm

CHRYSALID FINANCIAL, LLC

CRD#: 326813 / SEC#:

California

Registered Investment Advisory firm - (6/30/2023 Approved)

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Contact information

Main Address

39899 Balentine Dr Ste 200, Newark, CA 94560

Mailing Address

Phone number

(415) 226-9848

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Faith Counio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Faith Counio's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHRYSALID FINANCIAL, LLC

SAS FINANCIAL ADVISORS, LLC.

CERITY PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

CHRYSALID FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

CHRYSALID FINANCIAL, LLC

TRUST BUT VERIFY

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