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Christine Brieanna Mason Leis

AUTHENTIKOS WEALTH ADVISORY LLC·MORGAN HILL, California
Series 65Clean record7 years registeredAUTHENTIKOS WEALTH ADVISORY LLC
1295 EAST DUNNE AVENUE, MORGAN HILL, CA 95037CRD# 6991657Firm CRD# 286646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christine Brieanna Mason Leis · MORGAN HILL, CA
Registration
CRD #6991657 · AUTHENTIKOS WEALTH ADVISORY LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

AUTHENTIKOS WEALTH ADVISORY LLC
Aug 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 23, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AUTHENTIKOS WEALTH ADVISORY LLC
CRD 286646 · SEC 801-119920
AUM
$125M
Regulatory assets under management
Employees
8
785 client accounts
Services offered by AUTHENTIKOS WEALTH ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AUTHENTIKOS WEALTH ADVISORY LLC →
Introduction

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05

Frequently Asked Questions

What services does Christine Brieanna Mason Leis offer?
Christine Brieanna Mason Leis specializes in Financial Planning, Investment Management. Contact their office in MORGAN HILL, California for a consultation.
What are Christine Brieanna Mason Leis's credentials?
Christine Brieanna Mason Leis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Brieanna Mason Leis located?
Christine Brieanna Mason Leis is based in MORGAN HILL, California, working with AUTHENTIKOS WEALTH ADVISORY LLC. Their office serves clients in the MORGAN HILL metropolitan area and surrounding communities.
How does Christine Brieanna Mason Leis charge for services?
Christine Brieanna Mason Leis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUTHENTIKOS WEALTH ADVISORY LLC?
AUTHENTIKOS WEALTH ADVISORY LLC has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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