RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Charles E Pyle
- Title
- Financial Advisorreportedempirical.netfirm site, Sep 15, 2026
- Designations
- CFA, CFP, CAIA, MBAreportedempirical.netas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 15reportedempirical.net“As a financial advisor with over 15 years of experience, Charles has a sincere passion for helping clients navigate the complexity of their financial lives.”
- Professional profile
- empirical.net/team-member/charles-pylereportedempirical.netfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Empirical Wealth Management independent RIA currentsince May 18, 2023 · Los Angeles, Ca
- Westmount Partners, LLC independent RIASep 20, 2019 to Mar 7, 2023 · Los Angeles, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 24, 2008 to Mar 4, 2014 · Palo Alto, Ca
- Westmount Partners, LLC to Empirical Wealth Managementleft Mar 7, 2023, registered May 18, 2023 (72 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Westmount Partners, LLCleft Mar 4, 2014, registered Sep 20, 2019 (2026 days) · Wirehouse to independent RIA
- Charles E Pyle left Westmount Partners, Llc for Empirical Wealth Management (registered 2023-05-18)Mar 7, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address