Christopher J Coble
Investment adviser representative at Ridgecrest Wealth Partners, LLC
10 yearsExperience
6 statesRegistered in
$705.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ridgecrest Wealth Partners, LLCFeb 2021 to now
- Morgan Stanley Private Bank, N.A.Apr 2019 to Feb 2021
- Morgan StanleyMar 2019 to Feb 2021
- Passport CapitalFeb 2018 to Mar 2019
- Pacific Grove CapitalMar 2017 to Jan 2018
- Imagine VenturesJun 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, FL, NY, TX, WA).
Ridgecrest Wealth Partners, LLC
$705.1MAssets managed
744Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4935753
- Firm CRD
- 311984