Christopher Kiesel, financial advisor Bluffton SC

Christopher Kiesel

CRD Number: 2503273
Current Firm: Oak Advisors, LLC

Christopher Kiesel (CRD# 2503273) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oak Advisors, LLC Bluffton, SC Dec 2017 - Current 6
Unemployed Hilton Head, SC Oct 2016 - Oct 2017 1
Oak Advisors, LLC Bluffton, SC Nov 2005 - Sep 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Christopher Kiesel
Phone Number: 843-757-9339
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    210
    MILLIONS
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $452,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, NC, NY, SC

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