Charles Criss, financial advisor San Francisco CA
93 score

Charles Criss

CRD Number: 4531740
Current Firm: Evercore Wealth Management, LLC

Charles Criss (CRD# 4531740) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Evercore Wealth Management, LLC New York, NY May 2014 - Current 3
Alpha Solutions Investment Advisors San Francisco, CA Jan 2013 - Apr 2014 1
Franklin Templeton Financial Services Corp San Mateo, CA Mar 2011 - Dec 2012 1
Fti Of California San Mateo, CA Feb 2010 - Dec 2012 2
Unemployed San Francisco, CA Jun 2009 - Feb 2010 < 1
Hsbc Bank Usa San Francisco, CA Jun 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
Contact Info for Charles W. Criss
Phone Number: 212-822-7620
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,474
    MILLIONS
  • Total Number of Accounts
    2,605
    ACCOUNTS
  • Average Account Value
    $2,485,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MN, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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