Christopher T. Dankworth
Professional summary
Christopher Thain Dankworth, who also goes by Christopher Dankworth, is a registered financial advisor currently at EVERGREEN CAPITAL MANAGEMENT LLC located in San Francisco, California.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Thain Dankworth's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2018 - Present
EVERGREEN CAPITAL MANAGEMENT LLC
Office #1: 50 California Street Suite 2650, San Francisco, CA 94111August 25, 1999 - July 31, 2012
CHARLES SCHWAB & CO., INC.
July 8, 1998 - July 31, 2012
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
EVERGREEN CAPITAL MANAGEMENT LLC
CRD#: 104931 / SEC#: 801-20248
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2018)
(3/12/2018)
Exams
Current Firm
EVERGREEN CAPITAL MANAGEMENT LLC
CRD#: 104931 / SEC#: 801-20248
Contact information
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,147 |
| AUM (Assets Under Management) | $ 5,217,923,207 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 10/28/2024 | ||
| 12/21/2023 |
Red Flags
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