CH
Chris M. Hanrahan
CHEVELON CAPITAL MANAGEMENT LLC
Scottsdale, AZ 85251
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CRD#: 6776485
CH
Professional summary
Chris Michael Hanrahan, who also goes by Chris M Hanrahan, is a registered financial advisor currently at CHEVELON CAPITAL MANAGEMENT LLC located in Scottsdale, Arizona.
Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Chris has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris M Hanrahan
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.
Name of outside business: Spiritual Gangster; Is the business investment related: No; Location of the business: 14350 Myford Rd, Irvine, CA 92606; Description of the business: Yoga and athleisure apparel company; Position Title: board of directors; Responsibilities Duties: quarterly board conference calls (everything is done over Google Meeting"), communication with a shareholder who Mr. Hanrahan represents as his Board of Directors representative (he does not wish to be on the board and has elected Mr. Hanrahan to be his rep on the board).; Start date with business: 2016-07-01; Hours devoted to business during trading hours: 1 hour per month; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 15; Chris Michael Hanrahan may be compensated for referrals by a real estate company, Tower Capital. Mr. Hanrahan does not recommend Chevelon Capital Management, LLC clients to the real estate investment.
CRS (Client Relationship Summary) - RIA
Click below to view Chris Michael Hanrahan'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
April 16, 2020 - Present
CHEVELON CAPITAL MANAGEMENT LLC
Office #1: 7114 E. Stetson Drive Suite 400, Scottsdale, AZ 85251RIA
CRD#: 298609
Scottsdale, AZ
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
Arizona(6/10/2020)
IAR
Texas(4/16/2020)
Current Firm
CC
CHEVELON CAPITAL MANAGEMENT LLC
CHEVELON CAPITAL MANAGEMENT LLC
CRD#: 298609 / SEC#:
Arizona
Registered Investment Advisory firm - (6/10/2020 Approved)Texas
Registered Investment Advisory firm - (4/16/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7114 E. Stetson Drive Suite 400, Scottsdale, AZ 85251
Mailing Address
Phone number
(602) 553-4125
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 46,602,978 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Arizona | ERA - Withdrawn | 4/14/2020 |
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.
