ES
CFA
ES
CFA

Emmett Livingston Shiras

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
167 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$7.4B

Fee Structure

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Location

610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404

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History

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.

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Other Business Activities

Emmett founded Shiras Ventures, LLC, an online furniture retailer, in May 2024. He spends a few hours per week on this business, receiving equity as compensation.

Employment History
Current Registrations
Canterbury Consulting Incorporated
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Apriem Advisors
July 2016 - March 2017 · 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.