Bryce B. Pease

CAPSTONE PACIFIC INVESTMENT STRATEGIES

Fort Collins, CO

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CRD#: 854522

Professional summary

Bryce Boyd Pease, AIF®, CFP® is a registered financial advisor currently at CAPSTONE PACIFIC INVESTMENT STRATEGIES located in Fort Collins, Colorado.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Bryce has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 1 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.

TRAIL COMMISSIONS FROM VARIOUS INSURANCE COMPANIES FROM NON-SECURITIES RELATED BUSINESS. LESS THAN ONE HOUR TIME PER MONTH AND NO TIME DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Boyd Pease'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 19, 2010 - Present

CAPSTONE PACIFIC INVESTMENT STRATEGIES

RIA

CRD#: 154819

Fort Collins, CO

Past

January 2, 2008 - December 31, 2010

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

January 2, 2008 - December 31, 2010

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

COVINA, CA

Past

September 5, 2000 - December 31, 2007

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

COVINA, CA

Past

July 21, 2000 - December 31, 2007

CENTAURUS FINANCIAL, INC.

CRD#: 30833

COVINA, CA

Past

October 20, 1980 - August 9, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

July 6, 1978 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

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

Arizona
(9/8/2021)

IAR

California
(11/19/2010)

IAR

Colorado
(6/17/2024)

IAR

Florida
(9/15/2025)

IAR

Iowa
(5/13/2024)

IAR

Nebraska
(3/3/2021)

IAR

Texas
(1/9/2013)

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: 6/3/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/1999

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 6/26/1978

Registered Representative Examination

Current Firm

CAPSTONE PACIFIC INVESTMENT STRATEGIES

CAPSTONE PACIFIC INVESTMENT STRATEGIES | CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC.

CRD#: 154819 / SEC#:

Arizona

Registered Investment Advisory firm - (9/8/2021 Approved)

California

Registered Investment Advisory firm - (11/18/2010 Approved)

Colorado

Registered Investment Advisory firm - (6/17/2024 Approved)

Florida

Registered Investment Advisory firm - (9/15/2025 Approved)

Iowa

Registered Investment Advisory firm - (4/26/2024 Approved)

Nebraska

Registered Investment Advisory firm - (2/25/2021 Approved)

Texas

Registered Investment Advisory firm - (1/9/2013 Conditional Restricted)

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Contact information

Main Address

Fort Collins, CO

Mailing Address

1281 E Magnolia Street, Unit D #1007, Fort Collins, CO 80524

Phone number

(626) 915-7006

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	510
AUM (Assets Under Management)	$ 41,517,727

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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Advisor Monitoring

Firm Stability Insights

Bryce B. Pease

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Boyd Pease's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/1996

Series 63

Date: 8/28/1991

Series 7

Date: 8/11/1999

Series 1

Date: 6/26/1978

Current Firm

CAPSTONE PACIFIC INVESTMENT STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPSTONE PACIFIC INVESTMENT STRATEGIES

TRUST BUT VERIFY

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