Silvio G. Bettinelli

FERMATA ADVISORS

Napa, CA

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CRD#: 7798586

Professional summary

Silvio Gaetano Bettinelli, who also goes by Gaetano Bettinelli, is a registered financial advisor currently at FERMATA ADVISORS located in Napa, California.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gaetano Bettinelli

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.

Bettinelli Vineyards LLC, Not Investment Related, Address: Napa, CA, Nature: Agriculture (Vineyard) land holding company, Position & Title: Passive Owner, Hours: None

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Silvio Gaetano Bettinelli'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

September 3, 2023 - Present

FERMATA ADVISORS

RIA

CRD#: 305614

Napa, 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".

FERMATA ADVISORS

CRD#: 305614 / SEC#: 801-117411

RIA

Registered Investment Advisory firm - (9/30/2019 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
(9/3/2023)

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: 3/10/2023

Uniform Investment Adviser Law Examination

Current Firm

FERMATA ADVISORS

CRD#: 305614 / SEC#: 801-117411

RIA

Registered Investment Advisory firm - (9/30/2019 Approved)

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Contact information

Main Address

539 Broadway Suite A, Sonoma, CA 95476

Mailing Address

Phone number

(707) 938-7414

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FERMATA ADVISORS LLC (4/4/2025)

ADV 2A - SONOMA WEALTH ADVISORS (3/28/2025)

ADV 2A - RICH FINANCIAL (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,095
AUM (Assets Under Management)	$ 1,145,263,457

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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Silvio G. Bettinelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Silvio Gaetano Bettinelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

FERMATA ADVISORS

Primary Firm SEC Registration

FERMATA ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2023

Current Firm

FERMATA ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FERMATA ADVISORS

TRUST BUT VERIFY

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