Christopher Haupert (CRD# 7277375) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miltonian Capital Management | Santa Barbara, CA | Jun 2020 - Current | 3 |
| Self Employed | Santa Barbara, CA | Mar 2020 - May 2020 | < 1 |
| Certis Capital Management | Santa Barbara, CA | Apr 2017 - Mar 2020 | 2 |
| Self Employed | Hudson, NY | Mar 2001 - Apr 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$735,987
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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