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Christopher Michael Chatto

Encompass More Asset Management LLC

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About Christopher Michael Chatto

Christopher Michael Chatto is a financial advisor with over 8 years of experience in the industry. Christopher is a registered investment advisor in California and Texas, with the majority of his clients located in California. Christopher has a wide range of experience in providing financial advice to both individuals and businesses. His primary areas of expertise include portfolio management and financial planning. Christopher is a registered principal with Encompass More Asset Management LLC. He currently works at the Danville, CA office. Prior to this role, Christopher was a registered representative with Verity Investments, Inc. and Client One Securities LLC. Christopher holds the Series 7, Series 24, and Series 66 licenses. He is also a registered investment advisor in 19 states and the District of Columbia.

Firm Information

Christopher Chatto is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

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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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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percentage of assets

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

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Christopher Chatto’s Registration & Firm History

CA

03/07/2023 - Present

Encompass More Asset Management LLC (DANVILLE CA)

CA

11/13/2018 - 08/29/2022

VERITY INVESTMENTS, INC. (Pleasanton CA)

CA

09/10/2015 - 11/15/2018

CLIENT ONE SECURITIES LLC (Pleasanton CA)

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Licenses & Designations

BOTH

Issued 10/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Michael Chatto.
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