AA
Allyn Alves
SO LLC
San Francisco, CA 94134
Some features on this profile are disabled
CRD#: 7891243
AA
Professional summary
Allyn Alves is a registered financial advisor currently at SO LLC located in San Francisco, California.
Allyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Allyn has worked at 1 firm and has passed the Series 65, Series 66 and SIE exams.
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.
Boston Games LLC; this business is not investment-related. Address: 8 The Green, STE A, Dover, DE 19901. Video game development. As of October 2018 I am the sole member and Founder, but have been inactive for a few years now. Less than 1 hours are devoted to this other business per month, with zero (0) hours per day during trading hours. Duties include paying required taxes and a couple other fees throughout the year to keep the entity active.
CRS (Client Relationship Summary) - RIA
Click below to view Allyn Alves'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®
NoneExperience
Current
July 17, 2025 - Present
SO LLC
Office #1: 254 Sweeny St, San Francisco, CA 94134RIA
CRD#: 335596
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(7/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SL
SO LLC
SILVER OAK | SO LLC | SILVER OAK, LLC
CRD#: 335596 / SEC#:
California
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Contact information
Main Address
254 Sweeny St, San Francisco, CA 94134
Mailing Address
Phone number
(415) 570-8525
Established
Firm type
Fiscal year end
# of Employees
1
0
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.
