MP
MP

Michael Phippen

18 Years of Experience
Mill Valley, CA
Broker

Michael Phippen is a registered investment advisor, based in Mill Valley, CA, with 18 years of industry experience.

Location

100 B Shoreline Hwy, Suite 302, Mill Valley, CA, 94941

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Michael is affiliated with Gordian Wealth Advisors, LLC, an investment advisory firm, providing investment advisory services. He is also a managing member of Gordian Capital Management, a registered investment advisor and fund of fund.

Employment History
Current Registrations
Capulent LLCBroker
November 2017 - Present · 8 yrs 6 mos
Gordian Wealth Advisors, LLC
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Gordian Capital Management, LLC
June 2012 - January 2015 · 2 yrs 7 mos
Sanctuary Wealth Advisors LLC
May 2012 - December 2015 · 3 yrs 7 mos
Sanctuary Securities LLCBroker
April 2012 - May 2017 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
April 1999 - June 2003 · 4 yrs 2 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.