CK

Christopher L. Knapp

ROBERTSON STEPHENS
Houston, TX
Some features on this profile are disabled
CRD#: 2594218
CK

Professional summary


Christopher Lykes Knapp is a registered financial advisor currently at ROBERTSON STEPHENS located in Houston, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 5 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Christopher Lykes Knapp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 29, 2021 - Present

ROBERTSON STEPHENS

RIA
CRD#: 289977
Houston, TX
Past

September 29, 2017 - February 2, 2021

COLLABORATION CAPITAL LLC

RIA
CRD#: 289777
Houston, TX
Past

December 2, 2016 - September 25, 2017

PERIGON WEALTH MANAGEMENT, LLC

RIA
CRD#: 131037
HOUSTON, TX
Past

July 21, 2011 - December 18, 2012

CHILTON CAPITAL MANAGEMENT ADVISORS INC.

RIA
CRD#: 112497
HOUSTON, TX
Past

February 11, 2003 - November 14, 2016

CHILTON CAPITAL MANAGEMENT LLC

RIA
CRD#: 104592
HOUSTON, TX
Past

March 12, 1999 - December 31, 2002

CHILTON CAPITAL MANAGEMENT LLC

RIA
CRD#: 104592
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/29/2021)

Exams


State Security Law Exam

Current Firm


RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)
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Contact information


Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
Phone number
(415) 500-6810
Established
Firm type
Fiscal year end
# of Employees
113

SEC notice filing (30 States and Territories)


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Regulatory assets under management


Total Number of Accounts7,419
AUM (Assets Under Management)$ 7,139,384,497

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROBERTSON STEPHENS

CRD#: 289977Houston, TX

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