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Emmett Livingston Shiras

Canterbury Consulting Inc.

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About Emmett Livingston Shiras

Emmett Livingston Shiras is a financial advisor who specializes in providing financial planning and investment management services to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Emmett is a Chartered Financial Analyst and has over 10 years of experience in the financial services industry. Emmett is currently registered as an investment advisor representative with Canterbury Consulting Inc. in Newport Beach, California.

Firm Information

Emmett Shiras is currently registered with Canterbury Consulting Inc.. Canterbury Consulting Inc. is a terminated corporation that was formed on May 28, 1988. The firm's main office was located in Newport Beach, CA. Canterbury Consulting Inc. provided investment advisory services, including pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm managed approximately $6.6 billion in assets for clients, including charitable organizations, high net worth individuals, and pooled investment vehicles.
Canterbury Consulting Inc.

610 NEWPORT CENTER DRIVE

NEWPORT BEACH, CA 92660-6404

$6.61B

Assets Under Management

62

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Emmett Shiras’s Registration & Firm History

CA

04/26/2017 - Present

Canterbury Consulting Inc. (NEWPORT BEACH CA)

CA

01/22/2015 - 06/29/2015

NFP ADVISOR SERVICES, LLC (Aliso Viejo CA)

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Licenses & Designations

IA

Issued 07/27/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emmett Livingston Shiras.
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