Christian Tiscareno (CRD# 6559378) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluepointe Capital Management, LLC | San Mateo, CA | Aug 2020 - Current | 3 |
| Fisher Investments | San Mateo, CA | May 2019 - Jul 2020 | 1 |
| Securities America Advisors | Carslbad, CA | Feb 2016 - May 2019 | 3 |
| Securities America Inc. | Carlsbad, CA | Nov 2015 - May 2019 | 3 |
| Securities America Inc. | Carlsbad, CA | Aug 2015 - Nov 2015 | < 1 |
| Wells Fargo Commerical Banking Group | San Fransico, CA | Jun 2014 - Jul 2015 | 1 |
| Uc Berkeley | Berkeley, CA | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
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Total Assets Under Management764MILLIONS
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Total Number of Accounts324ACCOUNTS
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Average Account Value$2,358,665
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA
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