Unclaimed Profile

Edward Andres Runyon

WAYPOINT WEALTH PARTNERS, LLC·SAN FRANCISCO, California

Series 7, Series 24, Series 63, Series 65Clean record23 years registeredWAYPOINT WEALTH PARTNERS, LLC

595 MARKET STREET, SAN FRANCISCO, CA 94105CRD# 2334781Firm CRD# 131155

Profile Verification

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

Identity

Edward Andres Runyon · SAN FRANCISCO, CA

Registration

CRD #2334781 · WAYPOINT WEALTH PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SAGEVEST FINANCIAL ADVISORS, LLC

May 2012 – present

WAYPOINT WEALTH PARTNERS

Jul 2004 – Sep 2012

ALISO VIEJO, CA

IFMG SECURITIES, INC.

Oct 2002 – Apr 2003

LAGUNA WOODS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 30, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT WEALTH PARTNERS, INC.

CRD 131155 · SEC 801-69262

AUM

$936M

Regulatory assets under management

Employees

887 client accounts

Services offered by WAYPOINT WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Andres Runyon offer?

Edward Andres Runyon specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Edward Andres Runyon's credentials?

Edward Andres Runyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Andres Runyon located?

Edward Andres Runyon is based in SAN FRANCISCO, California, working with WAYPOINT WEALTH PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Edward Andres Runyon charge for services?

Edward Andres Runyon'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 WAYPOINT WEALTH PARTNERS, LLC?

WAYPOINT WEALTH PARTNERS, LLC has approximately 13 employees and manages $936M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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