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CA

Christopher G. Angelo

S SQUARED ADVISORS
Austin, TX 78701
Some features on this profile are disabled
CRD#: 6046213
CA

Professional summary

Christopher G. Angelo is a registered financial advisor currently at S SQUARED ADVISORS LLC located in Austin, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 G. Angelo'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 10, 2016 - Present

S SQUARED ADVISORS LLC

Office #1: 706 Guadalupe Street, Austin, TX 78701
RIA
CRD#: 283785
Austin, TX
Past

June 21, 2012 - March 29, 2016

KAPPA ASSET MANAGEMENT LLC

RIA
CRD#: 162857
AUSTIN, TX

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
Texas
(8/10/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/7/2014
National Commodity Futures Examination

Current Firm

SS
S SQUARED ADVISORS LLC
S SQUARED ADVISORS LLC

CRD#: 283785 / SEC#:

Texas
Registered Investment Advisory firm - (8/2/2016 Approved)
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Contact information

Main Address
706 Guadalupe Street, Austin, TX 78701
Mailing Address
Phone number
(512) 297-1824
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 70,524,042

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.

Company Information

S SQUARED ADVISORS LLC

CRD#: 283785Austin, TX 78701

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