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Christopher Vincent Dodds

Crown OAK Advisors

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About Christopher Vincent Dodds

Christopher Dodds is an Investment Advisor Representative associated with Crown Oak Advisors. Christopher has been in the industry for more than 30 years, and brings a wealth of experience to Crown Oak Advisors. Christopher has a diverse background and has held positions at various firms, including Charles Schwab & Co., Inc., The Carlyle Group, and Baron Capital Group. Christopher is also a consultant and advisor to several companies, including The Charles Schwab Corporation, Charles Schwab Bank, Baron Capital Group, and The Cynosure Group. Christopher holds a Series 63, Series 65, and Series 27 license.

Firm Information

Christopher Dodds is currently registered with Crown OAK Advisors. Crown OAK Advisors is an investment advisor based in . The firm has 2 investment advisor representatives and manages $184,897,265 in regulatory assets under management. Crown OAK Advisors provides portfolio management for businesses and individuals. The firm serves high-net-worth individuals and individuals other than high-net-worth.

$184.90M

Assets Under Management

Not reported

Total Clients

2

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 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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Christopher Dodds’s Registration & Firm History

CA

08/17/2020 - Present

Crown OAK Advisors (PIEDMONT CA)

CA

04/21/1987 - 08/06/2007

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1987

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Vincent Dodds.
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