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RW

Rebecca J. Wynne

FIRESIDE CAPITAL ADVISORS
Dallas, TX 75254
Some features on this profile are disabled
CRD#: 7925667
RW

Professional summary

Rebecca J Wynne, who also goes by Rebecca Wynne, is a registered financial advisor currently at FIRESIDE CAPITAL ADVISORS located in Dallas, Texas.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Rebecca has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rebecca Wynne

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 Rebecca J Wynne'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

July 18, 2024 - Present

FIRESIDE CAPITAL ADVISORS

Office #1: 14785 Preston Road Suite 590, Dallas, TX 75254
RIA
CRD#: 329297
Dallas, TX

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".
FC
FIRESIDE CAPITAL ADVISORS
FIRESIDE CAPITAL ADVISORS | SPRINGVEST WEALTH MANAGEMENT, LLC

CRD#: 329297 / SEC#: 801-129657

RIA
Registered Investment Advisory firm - (3/8/2024 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
Texas
(7/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2024
Uniform Investment Adviser Law Examination

Current Firm

FC
FIRESIDE CAPITAL ADVISORS
FIRESIDE CAPITAL ADVISORS | SPRINGVEST WEALTH MANAGEMENT, LLC

CRD#: 329297 / SEC#: 801-129657

RIA
Registered Investment Advisory firm - (3/8/2024 Approved)
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Contact information

Main Address
14785 Preston Road Suite 590, Dallas, TX 75254
Mailing Address
Phone number
(469) 357-6370
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 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 (9/17/2025)

Regulatory assets under management

Total Number of Accounts406
AUM (Assets Under Management)$ 206,335,083

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

FIRESIDE CAPITAL ADVISORS

CRD#: 329297Dallas, TX 75254

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