Christopher Dodds (CRD# 1596630) is an Investment Advisor Representative working at Crown Oak Advisors in Piedmont, CA and has over 36 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Oak Advisors, LLC | Piedmont, CA | Jul 2020 - Current | 3 |
| The Cynosure Group | Salt Lake City, UT | Sep 2018 - Current | 5 |
| Baron Capital Group, Inc. | New York, NY | Nov 2014 - Current | 9 |
| The Charles Schwab Corporation | San Francisco, CA | Oct 2014 - Current | 9 |
| Charles Schwab Bank | San Francisco, CA | Nov 2007 - Current | 16 |
| Coinbase Global, Inc. | San Francisco, CA | Sep 2018 - Dec 2020 | 2 |
| The Carlyle Group | New York, NY | Nov 2008 - Jun 2018 | 9 |
| Conifer Financial Services, Inc. | San Francisco, CA | Feb 2015 - Dec 2016 | 1 |
| Avalon Advisors, LLC | Houston, TX | Oct 2011 - Dec 2016 | 5 |
| Itg, Inc. | New York, NY | Jun 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$3,243,812
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, LA, UT
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