Christopher B. Mise

GENEROUSWEALTH

SUMMERVILLE, SC 29483

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CRD#: 5786421

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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

August 25, 2020 - Present

GENEROUSWEALTH, LLC

Office #1: 105 S Cedar Street, Suite D, Summerville, SC 29483

RIA

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

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

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

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)

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: 9/8/2010

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: 7/17/2010

General Securities Representative Examination

Current Firm

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)

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).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	579
AUM (Assets Under Management)	$ 95,823,417

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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Christopher B. Mise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Bryan Mise's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENEROUSWEALTH, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2010

Current Firm

GENEROUSWEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENEROUSWEALTH, LLC

TRUST BUT VERIFY

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