Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Shannon Elliotte is an Investment Advisor Representative registered with Colony Family Offices, LLC. Christopher has been with the firm since August 2014 and is a registered Investment Advisor in both Florida and North Carolina. Christopher has a Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2008. Colony Family Offices, LLC specializes in providing financial planning, portfolio management, and selection of other advisors to high-net-worth individuals and charitable organizations. The firm's main office is located in Charlotte, North Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NC
08/25/2014 - Present
Colony Family Offices, LLC (CHARLOTTE NC)
IA
Issued 10/21/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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