CC
Christopher M. Chatto
ENCOMPASS MORE ASSET MANAGEMENT LLC
DANVILLE, CA 94526
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CRD#: 6525630
CC
Professional summary
Christopher Michael Chatto is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Danville, California and ENCOMPASS MORE INVESTMENTS, LLC located in Danville, California.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
1) Appreciation Financial; Not-investment related; 390 Diablo Road, Suite 100, Danville CA 94526; Agent; Start June 2015; 1hr./week during trading hrs.; fixed insurance agency. manage current client base and provide referrals. 2) Encompass More Insurance Services; Not-investment related; 390 Diablo, Suite 100 Danville, CA 94526; fixed insurance agency; Officer; Start 04/22/2025; 2 hrs./week during trading hrs.; oversight or registrations and compliance, minimal production. 3) Encompass More Asset Management, LLC; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Investment Advisor; Partner; Start: 07/2022; Investment Advisory Services to Clients; 40 hrs./week during trading hrs.; oversee operations, investment models. 4) Encompass More Capital; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Affiliated Hedge Fund; Partner; Start: 09/2025; Act as General Partner - participate in hedge fund administration and capital raising activities; 10 hrs./week - 5 hours during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Chatto'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, 2022 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
Office #1: 390 Diablo Rd Suite 100, Danville, CA 94526RIA
CRD#: 322382
DANVILLE, CA
Current
December 2, 2022 - Present
ENCOMPASS MORE INVESTMENTS, LLC
Office #1: 390 Diablo Road Suite #100, Danville, CA 94526Office #2: 390 Diablo Road Suite #100, Danville, CA 94526BD
CRD#: 318438
DANVILLE, CA
Past
November 15, 2018 - November 30, 2022
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
PLEASANTON, CA
Past
November 13, 2018 - August 29, 2022
VERITY INVESTMENTS, INC.
BD
CRD#: 41527
Pleasanton, CA
Past
November 4, 2015 - November 15, 2018
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
Pleasanton, CA
Past
September 10, 2015 - November 15, 2018
CREATIVEONE SECURITIES, LLC
BD
CRD#: 152974
Pleasanton, 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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/28/2023)
IAR
California(8/25/2022)
RR
California(12/2/2022)
RR
Colorado(2/9/2023)
RR
Connecticut(7/29/2024)
RR
Florida(5/8/2024)
RR
Georgia(1/18/2024)
RR
Hawaii(5/12/2023)
RR
Idaho(4/6/2025)
RR
Illinois(8/27/2024)
RR
Indiana(5/30/2025)
RR
Kansas(4/6/2025)
RR
Louisiana(6/30/2025)
RR
Maine(1/17/2025)
RR
Maryland(10/1/2024)
RR
Nevada(4/17/2023)
RR
New Hampshire(1/3/2025)
RR
New Jersey(4/2/2025)
RR
New York(1/21/2025)
RR
North Carolina(7/2/2023)
RR
Ohio(7/24/2024)
RR
Oklahoma(4/8/2025)
RR
Oregon(2/28/2023)
RR
Pennsylvania(1/30/2023)
RR
South Carolina(10/15/2024)
RR
Tennessee(9/4/2024)
RR
Texas(2/2/2023)
IAR
Texas(3/7/2023)
RR
Utah(1/26/2023)
RR
Virginia(2/11/2025)
RR
Washington(2/16/2023)
RR
Wisconsin(1/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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Company Information
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD#: 322382Danville, CA 94526TRUST BUT VERIFY
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