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Richard James Greywitt

Affinity Capital Advisors LLC

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About Richard James Greywitt

Richard Greywitt is an investment advisor representative with Affinity Capital Advisors LLC, an SEC Registered Investment Advisor. Richard has been in the financial services industry since 2012 and has a strong understanding of the markets and investment strategies. Richard has a broad range of experience working with clients, including high-net-worth individuals, families, and institutions. Richard is dedicated to providing his clients with personalized financial advice and investment management services that meet their individual needs. He holds a Series 65, Series 57TO, SIE, and Series 56 licenses.

Firm Information

Richard Greywitt is currently registered with Affinity Capital Advisors LLC. Affinity Capital Advisors LLC is a Berkeley, CA-based investment advisor with approximately $480 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Affinity Capital Advisors LLC

825 PAGE STREET

BERKELEY, CA 94710

$480.11M

Assets Under Management

Not reported

Total Clients

4

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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Richard Greywitt’s Registration & Firm History

CA

12/06/2023 - Present

Affinity Capital Advisors LLC (BERKELEY CA)

CA

11/14/2020 - 06/14/2023

CUTLER GROUP, LLC (SAN FRANCISCO CA)

CA

05/25/2012 - 10/09/2017

CUTLER GROUP, LP (SAN FRANCISCO CA)

PA

05/04/2011 - 06/07/2011

SUSQUEHANNA SECURITIES (BALA CYNWYD PA)

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Licenses & Designations

IA

Issued 12/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2020

Series 57TO - Securities Trader Exam

BC

Issued 10/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2012

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard James Greywitt.
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