Christopher Goodmacher

UPRISE ADVISERS LLC

San Francisco, CA 94104

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CRD#: 7614989

Professional summary

Christopher Goodmacher is a registered financial advisor currently at UPRISE ADVISERS LLC located in San Francisco, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 exam.

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.

I have a very small business (<~$5k/year) selling ebooks about college admissions online. Christopher is the co-founder of Ontrail, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Goodmacher'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

January 26, 2023 - Present

UPRISE ADVISERS LLC

Office #1: 548 Market Street Pmb 48325, San Francisco, CA 94104

RIA

CRD#: 322959

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
(1/26/2023)

IAR

Nevada
(10/12/2023)

IAR

New York
(6/5/2023)

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

State Security Law Exam

IAR

Series 65

Date: 12/2/2022

Uniform Investment Adviser Law Examination

Current Firm

UPRISE ADVISERS LLC

CRD#: 322959 / SEC#:

California

Registered Investment Advisory firm - (10/31/2022 Approved)

Florida

Registered Investment Advisory firm - (5/23/2023 Approved)

Nevada

Registered Investment Advisory firm - (10/11/2023 Approved)

New York

Registered Investment Advisory firm - (6/5/2023 Approved)

Tennessee

Registered Investment Advisory firm - (8/1/2024 Approved)

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Contact information

Main Address

548 Market Street Pmb 48325, San Francisco, CA 94104

Mailing Address

Phone number

(415) 562-6548

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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Christopher Goodmacher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Goodmacher's CRS (Customer Relationship Summary).

Certified licenses

Experience

UPRISE ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2022

Current Firm

UPRISE ADVISERS LLC

Contact information

Documents

Red Flags

Company Information

UPRISE ADVISERS LLC

TRUST BUT VERIFY

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