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Richard James Greywitt

Investment Adviser Representative at AFFINITY CAPITAL ADVISORS LLC

Berkeley, CACRD #5880231Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard James Greywitt has worked in the securities industry since 2015. They have passed the Series 65, 57, and 56 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/18/2017
Series 57
Securities Trader Exam
Passed 11/13/2020
SIE
Securities Industry Essentials Examination
Passed 10/9/2017
Series 56
Proprietary Trader Qualification Examination
Passed 5/24/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Affinity Capital Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AFFINITY CAPITAL ADVISORS LLCCurrent
12/6/2023Berkeley, CA
CUTLER GROUP, LLC
11/14/20206/14/2023San Francisco, CA
CUTLER GROUP, LP
5/25/201210/9/2017San Francisco, CA
SUSQUEHANNA SECURITIES
5/4/20116/7/2011Bala Cynwyd, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AFFINITY CAPITAL ADVISORS LLC

4 other advisors in the directory

View AFFINITY CAPITAL ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard James Greywitt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Richard James Greywitt - Financial Advisor in Berkeley, CA | AdvisorFinder