Charles CrissCRD 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 11 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Evercore Wealth Management, LLC||New York, NY||May 2014 - Current||2|
|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|
Total Assets Under Management6,213MILLIONS
Total Number of Accounts2,403ACCOUNTS
Average Account Value$2,585,406
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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