Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Chase is a financial advisor with Cresset Asset Management, LLC. Christopher has been working in the financial industry for over 20 years. He is a registered Investment Advisor Representative in California, Connecticut, Florida, New Hampshire, New Jersey, and Texas. Christopher holds Series 3, 7, and 66 licenses. He is a licensed financial advisor who has experience working for numerous financial institutions, including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/19/2024 - Present
Cresset Asset Management, LLC (San Francisco CA)
CA
09/29/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
10/09/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
09/18/2008 - 11/05/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
01/09/2004 - 09/24/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
MA
08/18/2003 - 01/08/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/05/2000 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
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