Rita Sinasohn-Pharr, financial advisor San Jose CA

Rita Sinasohn-Pharr

CRD Number: 7031554
Current Firm: Transamerica Financial Advisors, Inc.

Rita Sinasohn-Pharr (CRD# 7031554) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sinasohn Business Administration Services South San Francisco, CA Sep 2022 - Current < 1
Jasper Ridge Farm Woodside, CA Mar 2019 - Current 3
Transamerica Financial Advisors, Inc. San Jose, CA Oct 2018 - Current 4
Webb Ranch, Inc. Portola Valley, CA Jan 2017 - Current 6
World Financial Group, Inc. San Jose, CA May 2016 - Current 6
Sinasohn Training South San Francisco, CA Jan 1993 - Current 30
Odgers Berndtson San Mateo, CA Jul 2017 - Jan 2019 1
Branscomb Farms LLC Woodside, CA Oct 2016 - Jan 2017 < 1
Chapparral At Woodside Mountain View, CA May 2016 - Sep 2016 < 1
Kathleen Rohen Jolson Stables Nicasio, CA Oct 2015 - May 2016 < 1
Maesta 1, Llc (sierra Nevada Lusitanos) Las Vegas, NV Jul 2015 - Jan 2016 < 1
R Ranch At The Lake Napa, CA Feb 2015 - Jul 2015 < 1
San Francisco Unified School District San Francisco, CA Oct 2014 - Jan 2015 < 1
Golden Gate Stables LLC Menlo Park, CA Feb 2014 - Aug 2014 < 1
Kathryn Ullrich Associates San Mateo, CA Jan 2011 - Mar 2014 3
Impec Group Santa Clara, CA May 2013 - Nov 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2019
S65 NASAA Investment Advisors Law Examination Oct 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Rita I. Sinasohn-Pharr
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    50,030
    ACCOUNTS
  • Average Account Value
    $35,152
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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