Unclaimed Profile

Alissa Carnot Douglas

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 65Clean record12 years registeredVERNAL POINT ADVISORS, LLC

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5979235Firm CRD# 166587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alissa Carnot Douglas · SAN FRANCISCO, CA

Registration

CRD #5979235 · VERNAL POINT ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERNAL POINT ADVISORS, LLC

VERNAL POINT ADVISORS, LLC

Feb 2014 – Jun 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 10, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERNAL POINT ADVISORS, LLC

CRD 166587 · SEC 801-80962

AUM

$1.6B

Regulatory assets under management

Employees

229 client accounts

Services offered by VERNAL POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERNAL POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alissa Carnot Douglas offer?

Alissa Carnot Douglas specializes in Financial Planning, Investment Management.

What are Alissa Carnot Douglas's credentials?

Alissa Carnot Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alissa Carnot Douglas located?

Alissa Carnot Douglas is based in SAN FRANCISCO, California, last registered with VERNAL POINT ADVISORS, LLC.

How does Alissa Carnot Douglas charge for services?

Alissa Carnot Douglas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERNAL POINT ADVISORS, LLC?

VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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