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Christopher David Sipes

Fermata Advisors

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About Christopher David Sipes

Christopher David Sipes is a Registered Representative with Fermata Advisors. Christopher has been in the financial industry for over 8 years. Christopher is licensed to provide investment advice in California, Ohio, and Texas. Christopher has Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Christopher has experience providing financial planning, portfolio management for individuals, and pension consulting. Christopher has a strong focus on serving high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Christopher's current firm is Fermata Advisors and previously was with WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

Christopher Sipes is currently registered with Fermata Advisors. Fermata Advisors is a registered investment advisor located in Sonoma, California. The firm has 9 licensed agents and 12 investment adviser representatives who manage a total of $973,846,526 in assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
Fermata Advisors

539 BROADWAY

SONOMA, CA 95476

$973.85M

Assets Under Management

Not reported

Total Clients

14

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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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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Christopher Sipes’s Registration & Firm History

CA

01/25/2021 - Present

Fermata Advisors (SONOMA CA)

CA

12/01/2010 - 10/17/2018

WELLS FARGO CLEARING SERVICES, LLC (SONOMA CA)

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Licenses & Designations

IA

Issued 10/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher David Sipes.
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