Unclaimed Profile

Christopher J Coble

RIDGECREST WEALTH PARTNERS, LLC·MILL VALLEY, California

SIE, Series 7, Series 7TO, Series 31, Series 63, Series 66Clean record7 years registeredRIDGECREST WEALTH PARTNERS, LLC

516 SUMMIT AVE, MILL VALLEY, CA 94941CRD# 4935753Firm CRD# 311984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher J Coble · MILL VALLEY, CA

Registration

CRD #4935753 · RIDGECREST WEALTH PARTNERS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

RIDGECREST WEALTH PARTNERS, LLC

Feb 2021 – present

MORGAN STANLEY

Apr 2019 – Mar 2021

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 31

Series 63

Series 66

Registration record

First registered · April 15, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIDGECREST WEALTH PARTNERS, LLC

CRD 311984 · SEC 801-120053

AUM

$543M

Regulatory assets under management

Employees

653 client accounts

Services offered by RIDGECREST WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIDGECREST WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher J Coble offer?

Christopher J Coble specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.

What are Christopher J Coble's credentials?

Christopher J Coble is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher J Coble located?

Christopher J Coble is based in MILL VALLEY, California, working with RIDGECREST WEALTH PARTNERS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Christopher J Coble charge for services?

Christopher J Coble's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIDGECREST WEALTH PARTNERS, LLC?

RIDGECREST WEALTH PARTNERS, LLC has approximately 3 employees and manages $543M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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