CM
Christopher B. Mise
GENEROUSWEALTH
SUMMERVILLE, SC 29483
Some features on this profile are disabled
CRD#: 5786421
CM
Professional summary
Christopher Bryan Mise, who also goes by Bryan Mise, Christopher Mise, Bryan Mise, is a registered financial advisor currently at GENEROUSWEALTH, LLC located in Summerville, South Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Mise | Christopher Mise | Bryan Mise
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.
(1) 06/12/2015: COMPASS INVESTMENT ADVISORS, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/01/205 - 160 HR/MO 8 DURING SECS TRDG HRS (95% OF TIME SPENT)
(2) 06/12/2015: COMPASS INVESTMENT ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 01/01/2015 - 5 HR/MO 1 DURING SECS TRDG HRS (10% OF TIME SPENT) - INS TYPES: LIFE, LONG-TERM CARE
(3) 06/24/2015: INDEPENDENT ADVISOR ALLIANCE - INV REL - 12610 N COMMUNITY HOUSE RD, STE 204, CHARLOTTE, NC 28277 - REGISTERED INVESTMENT ADVISOR: (HYBRID) INDEPENDENT ADVISOR ALLIANCE - START 06/15/2015 - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE
(4) 07/02/2015: INDEPENDENT ADVISOR ALLIANCE - INV REL - AT REPORTED BUSIENSS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) COMPASS INVESTMENT ADVISORS, LLC - START 06/15/2015 - 160 HR/MO 8 DURING SECS TRDG HRS (100% OF TIME SPENT)
(5) 09/03/2015 - COMPASS INVESTMENT ADVISORS, LLC - REAL ESTATE RENTAL - NOT INV REL - 105 S. CEDAR STREET, STE. D
SUMMERVILLE, SC 29483 - START 09/01/2015 - 10 HRS/MO NOT DURING SECS TRDG HRS.
(6) 1/16/2019 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 01/07/2019 - 1 Hour Per Month During Securities Trading - Registered notary for the state of South Carolina.
7. 08/21/2019 - Independent Advisor Alliance - DBA:(Hybrid) MoneyDove - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:08/08/2019 - 40 hrs/mo - 2 hrs during trading - I provide investment advisory services through Independent Advisory Alliance, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Bryan Mise's 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®
NoneExperience
Current
August 25, 2020 - Present
GENEROUSWEALTH, LLC
Office #1: 105 S Cedar Street, Suite D, Summerville, SC 29483RIA
CRD#: 308263
SUMMERVILLE, SC
Past
June 12, 2015 - September 22, 2020
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
Summerville, SC
Past
June 12, 2015 - August 26, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
SUMMERVILLE, SC
Past
October 1, 2012 - June 15, 2015
INTERVEST INTERNATIONAL, INC.
RIA
CRD#: 111516
SUMMERVILLE, SC
Past
October 1, 2012 - June 15, 2015
INTERVEST INTERNATIONAL EQUITIES CORPORATION
BD
CRD#: 20289
Summerville, SC
Past
September 10, 2010 - September 28, 2012
WADDELL & REED
RIA
CRD#: 866
COLUMBIA, SC
Past
July 19, 2010 - September 28, 2012
WADDELL & REED
BD
CRD#: 866
COLUMBIA, SC
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
Georgia(9/11/2020)
IAR
North Carolina(9/30/2020)
IAR
South Carolina(8/25/2020)
IAR
Texas(9/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GL
GENEROUSWEALTH, LLC
COMPASS INVESTMENT ADVISORS, LLC | MONEYDOVE | GENEROUSWEALTH, LLC
CRD#: 308263 / SEC#:
Georgia
Registered Investment Advisory firm - (11/16/2020 Approved)Louisiana
Registered Investment Advisory firm - (9/22/2020 Approved)New York
Registered Investment Advisory firm - (1/29/2021 Terminated)North Carolina
Registered Investment Advisory firm - (9/30/2020 Approved)South Carolina
Registered Investment Advisory firm - (8/25/2020 Approved)Texas
Registered Investment Advisory firm - (9/4/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
105 S Cedar Street, Suite D, Summerville, SC 29483
Mailing Address
Phone number
(843) 376-3544
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 579 |
| AUM (Assets Under Management) | $ 95,823,417 |
Red Flags
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Company Information
GENEROUSWEALTH, LLC
CRD#: 308263Summerville, SC 29483TRUST BUT VERIFY
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