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Charles Merryman Pyfer

Wealthspire Advisors

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About Charles Merryman Pyfer

Charles Merryman Pyfer is an Investment Advisor Representative at Wealthspire Advisors. Charles has been in the industry since 1999 and has a Series 7, Series 63, and Series 65 license. Charles is a Certified Financial Planner and specializes in providing financial planning services to individuals, families, and businesses. He is also a Registered Investment Advisor in California.

Firm Information

Charles Pyfer is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Pyfer’s Registration & Firm History

CA

08/29/2024 - Present

Wealthspire Advisors (San Rafael CA)

NY

01/03/2007 - 08/01/2008

SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)

CO

10/19/2001 - 10/18/2002

PRESIDIO MERCHANT PARTNERS LLC (DENVER CO)

CA

03/05/2001 - 05/03/2001

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

NY

02/25/2000 - 04/02/2001

CHASE SECURITIES INC. (NEW YORK NY)

CA

10/06/1999 - 01/24/2000

VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 02/12/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Merryman Pyfer.
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