Lisa M. Shinhira

CHROME ADVISORS

Hayward, CA

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CRD#: 5268024

Professional summary

Lisa Mireles Shinhira, who also goes by Lisa Silvas Mireles, is a registered financial advisor currently at CHROME ADVISORS located in Hayward, California.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lisa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Silvas Mireles

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Mireles Shinhira'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

December 18, 2020 - Present

CHROME ADVISORS

RIA

CRD#: 311539

Hayward, CA

Past

August 21, 2019 - December 2, 2020

CULLEN FINANCIAL ADVISORS

RIA

CRD#: 135541

SAN FRANCISCO, CA

Past

August 15, 2019 - December 4, 2020

OSAIC SERVICES, INC.

CRD#: 133763

SAN FRANCISCO, CA

Past

October 4, 2007 - August 19, 2019

OSAIC FA, INC.

RIA

CRD#: 3978

SAN RAMON, CA

Past

October 4, 2007 - August 19, 2019

OSAIC FA, INC.

CRD#: 3978

SAN RAMON, CA

Past

April 23, 2007 - August 6, 2007

WADDELL & REED

RIA

CRD#: 866

SAN MATEO, CA

Past

March 5, 2007 - August 6, 2007

WADDELL & REED

CRD#: 866

SAN MATEO, CA

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".

CHROME ADVISORS

CHROME ADVISORS | CHROMECORE, LLC

CRD#: 311539 / SEC#: 801-129790

RIA

Registered Investment Advisory firm - (3/28/2024 Approved)

California

Registered Investment Advisory firm - (5/5/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(12/18/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/21/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2007

General Securities Representative Examination

Current Firm

CHROME ADVISORS

CHROME ADVISORS | CHROMECORE, LLC

CRD#: 311539 / SEC#: 801-129790

RIA

Registered Investment Advisory firm - (3/28/2024 Approved)

California

Registered Investment Advisory firm - (5/5/2024 Terminated)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(415) 818-9005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 127,500,000

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.

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Advisor Monitoring

Firm Stability Insights

Lisa M. Shinhira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Mireles Shinhira's CRS (Customer Relationship Summary).

Certified licenses

Experience

CULLEN FINANCIAL ADVISORS

OSAIC SERVICES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

CHROME ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2007

Current Firm

CHROME ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHROME ADVISORS

TRUST BUT VERIFY

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