Unclaimed Profile

Andrew Yoon Bucher

TRINITY CAPITAL MANAGEMENT, LLC·SANTA BARBARA, California

Series 65Clean record24 years registeredTRINITY CAPITAL MANAGEMENT, LLC

607 DE LA VISTA AVE., SANTA BARBARA, CA 93103CRD# 4549537Firm CRD# 143097

Profile Verification

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

Identity

Andrew Yoon Bucher · SANTA BARBARA, CA

Registration

CRD #4549537 · TRINITY CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

TRINITY CAPITAL MANAGEMENT, LLC

Dec 2007 – present

MERCER ADVISORS

Apr 2003 – Jan 2006

SANTA BARBARA, CA

MERCER ADVISORS

Jul 2002 – Sep 2002

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRINITY CAPITAL MANAGEMENT, LLC

CRD 143097 · SEC 801-67581

AUM

$414M

Regulatory assets under management

Employees

923 client accounts

Services offered by TRINITY CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRINITY CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Yoon Bucher offer?

Andrew Yoon Bucher specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Andrew Yoon Bucher's credentials?

Andrew Yoon Bucher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Yoon Bucher located?

Andrew Yoon Bucher is based in SANTA BARBARA, California, working with TRINITY CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Andrew Yoon Bucher charge for services?

Andrew Yoon Bucher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRINITY CAPITAL MANAGEMENT, LLC?

TRINITY CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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