Christian Mejia, financial advisor Mill Valley CA

Christian Mejia

CRD Number: 6611171
Current Firm: Sivia Capital Partners, LLC

Christian Mejia (CRD# 6611171) is an Investment Advisor Representative working at Sivia Capital Partners, LLC in Mill Valley, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sivia Capital San Francisco, CA Apr 2021 - Current 3
Ubs Financial Services Inc. San Francisco, CA Apr 2019 - Apr 2021 2
Sf Sentry Securities, Inc. San Francisco, CA Dec 2017 - Mar 2019 1
Fidelity Brokerage Services LLC San Francisco, CA Jul 2017 - Dec 2017 < 1
Charles Schwab & Company, Inc. Austin, TX Feb 2016 - May 2017 1
J. Crew Austin, TX Nov 2015 - Jan 2016 < 1
The University Of Texas At Austin Austin, TX Aug 2012 - Dec 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Christian Mejia
Phone Number: (415) 231-7490
Registered State(s):
  • CA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    513
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $1,339,103
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY, TX, WA

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