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BP

Bryn C. Pellowe

ALIGN IMPACT
Boulder, CO
Some features on this profile are disabled
CRD#: 7516851
BP

Professional summary

Bryn Catherine Pellowe is a registered financial advisor currently at ALIGN IMPACT, LLC located in Boulder, Colorado.

Bryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryn has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

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 Bryn Catherine Pellowe'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

February 26, 2025 - Present

ALIGN IMPACT, LLC

RIA
CRD#: 176516
Boulder, CO
Past

September 2, 2022 - July 30, 2024

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
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".
AI
ALIGN IMPACT, LLC
ALIGN IMPACT | ALIGN IMPACT, LLC

CRD#: 176516 / SEC#: 801-96173

RIA
Registered Investment Advisory firm - (5/1/2015 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
California
(2/26/2025)
IAR
Colorado
(2/26/2025)
IAR
New York
(2/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/30/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2022
Securities Industry Essentials Examination

Current Firm

AI
ALIGN IMPACT, LLC
ALIGN IMPACT | ALIGN IMPACT, LLC

CRD#: 176516 / SEC#: 801-96173

RIA
Registered Investment Advisory firm - (5/1/2015 Approved)
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Contact information

Main Address
1001 Bannock St 3rd Floor, Denver, CO 80204
Mailing Address
Phone number
(805) 243-8055
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (8 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

ADV PART 2A-ALIGN IMPACT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts139
AUM (Assets Under Management)$ 782,266,040

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

ALIGN IMPACT, LLC

CRD#: 176516Boulder, CO

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