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Christian Andrew Amsberry

Titleist Asset Management, LLC

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About Christian Andrew Amsberry

Christian Amsberry is an investment advisor representative associated with Titleist Asset Management, LLC. Christian has been in the financial services industry since 2007. Christian is registered with FINRA and the State of California as a broker-dealer and investment advisor representative. Christian holds the Series 7, 63, and 66 securities licenses. Christian also holds the Securities Industry Essentials (SIE) Examination.

Firm Information

Christian Amsberry is currently registered with Titleist Asset Management, LLC. Titleist Asset Management, LLC is an investment advisor registered with the SEC and located in San Antonio, TX. They manage over $1.97 billion in assets and specialize in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have a strong focus on high-net-worth individuals and corporations, serving a total of 1592 clients.
Titleist Asset Management, LLC

777 E. SONTERRA BLVD., SUITE 330

SAN ANTONIO, TX 78258

$1.98B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Amsberry’s Registration & Firm History

TX

10/28/2024 - Present

Titleist Asset Management, LLC (SAN ANTONIO TX)

CA

06/12/2009 - 02/06/2012

WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)

CA

08/28/2008 - 06/16/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)

CA

08/08/2007 - 06/19/2008

WELLS FARGO INVESTMENTS, LLC (ORINDA CA)

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Licenses & Designations

BC

Issued 06/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian Andrew Amsberry.
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