Richard Greywitt has been an investment adviser representative at Affinity Capital Advisors since December 2023, and is not listed among the firm’s executive officers or direct owners. Richard Greywitt holds an MBA from the University of Chicago Booth School of Business.
Affinity Capital Advisors LLC is a Berkeley, CA firm with $851M under management, 547 clients and 5 advisers in one office, as of its July 2026 filing.
Rick Greywitt is an Investment Advisor at Affinity Capital Advisors. He has 18 years of experience in the investment industry and specializes in Analytical Finance. Early in his career he was a portfolio manager and options trading specialist.
- – present · 2 yearsBerkeley, CA · Adviser representative · Firm CRD 166226
Investment adviser representative registrations
Richard Greywitt is registered as an investment adviser representative in California, since December 2023.
- CaliforniaSince 6 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 13 November 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 56 | Proprietary Trader Qualification Examination | 24 May 2012 |
- Name
- Securities Trader Exam
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Proprietary Trader Qualification Examination
- Full name
- Richard James Greywitt
- CRD
- 5880231
- Firm
- Affinity Capital Advisors · CRD 166226
- Office
- 825 PAGE STREET, Berkeley, CA 94710
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- affinitycapital.com
Where does Richard Greywitt work?
Richard Greywitt is an investment adviser representative registered through Affinity Capital Advisors LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Richard Greywitt a financial advisor?
Yes. Richard Greywitt has a current investment-adviser registration in California, through Affinity Capital Advisors since December 2023.
How many years of experience does Richard Greywitt have?
Richard Greywitt has 10 years in the financial industry, since November 2015, across 1 adviser firm.
What exams has Richard Greywitt passed?
Richard Greywitt has passed 3 licensing exams: the Series 56, Series 65 and Series 57TO. The earliest, the Series 56, was passed in May 2012. FINRA credited Richard Greywitt with the SIE, which began in October 2018.
Where is Richard Greywitt based?
Richard Greywitt’s registered office is in Berkeley, CA.
Is Richard Greywitt registered with FINRA?
No. Richard Greywitt has no current broker registration.
How can I verify Richard Greywitt’s record?
Search CRD 5880231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Greywitt’s full registration record.