Christopher Mann is a CFP-designated registered investment advisor, based in Chapel Hill, NC, with 32 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Chapel Hill, NC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Titleist Capital, LLC
January 2024 - Present · 2 yrs 9 mos
Titleist Asset Management, LLC
January 2024 - Present · 2 yrs 9 mos
Titleist Capital, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2024 · 5 yrs 6 mos
Strategic Advisers LLC
April 2005 - July 2018 · 13 yrs 3 mos
Fidelity Brokerage Services LLCBroker
April 2005 - January 2024 · 18 yrs 9 mos
Ifmg Securities, INC.
March 2004 - March 2005 · 1 yr
Ifmg Securities, INC.Broker
March 2004 - March 2005 · 1 yr
Fisher Investments,inc.
January 2003 - November 2003 · 10 mos
Strategic Advisers INC.
November 1998 - January 2003 · 4 yrs 2 mos
Fidelity Brokerage Services LLCBroker
April 1995 - January 2003 · 7 yrs 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1994 - April 1995 · 9 mos
Fidelity Brokerage Services, INC.Broker
November 1993 - July 1994 · 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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