Unclaimed
Christopher Crawshaw is a financial advisor with Advisory Research Inc. Christopher has been in the industry since 1999 and has experience with a wide range of clients, including individuals, corporations, investment companies, and charitable organizations. Christopher specializes in providing portfolio management services and is a Chartered Financial Analyst. Christopher's previous experience includes working at Piper Jaffray & Co., S F Sentry Securities, Inc. and Syndicated Capital, Inc. Advisory Research Inc. is an investment advisor that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $641 million in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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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2
IL
03/22/2024 - Present
Advisory Research Inc. (CHICAGO IL)
CA
04/20/2018 - 12/31/2018
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
IL
01/07/2011 - 12/31/2017
PIPER JAFFRAY & CO. (CHICAGO IL)
CA
12/13/1999 - 11/21/2001
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/10/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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