Christine Everlof
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christine Everlof, who also goes by Christine Ann Everlof, Christine Ann Zambito, Christine Anne Zambito, was a registered financial professional .
Christine is a previously registered financial professional and started their career in finance in 1998. Christine had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 12, 2014 - April 23, 2026
GRANT WILLIAMS L.P.
September 23, 2005 - August 8, 2012
GRANT WILLIAMS L.P.
January 2, 2002 - September 13, 2005
RBC CAPITAL MARKETS, LLC
June 22, 2000 - January 14, 2002
TUCKER ANTHONY INCORPORATED
June 21, 1999 - June 15, 2000
LEGG MASON WOOD WALKER, INCORPORATED
November 18, 1998 - June 1, 1999
PNC CAPITAL MARKETS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
