Unclaimed Profile

Christopher Donald Charles

WULFF, HANSEN & CO.·SAN RAFAEL, California

SIE, Series 7, Series 14, Series 24, Series 50, Series 52TO, Series 53, Series 54, Series 55, Series 57TO, Series 79TO, Series 99TOClean record29 years registeredWULFF, HANSEN & CO.

100 SMITH RANCH ROAD, SAN RAFAEL, CA 94903CRD# 709131Firm CRD# 908

Profile Verification

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

Identity

Christopher Donald Charles · SAN RAFAEL, CA

Registration

CRD #709131 · WULFF, HANSEN & CO. · 29 years registered

Brand Profile

Not yet started

Career History

MCCLURG CAPITAL CORPORATION

Sep 2017 – present

WULFF, HANSEN & CO.

Jul 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 50

Series 52TO

Series 53

Series 54

Series 55

Series 57TO

Series 79TO

Series 99TO

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WULFF, HANSEN & CO.

CRD 908 · SEC 801-126111

AUM

$124M

Regulatory assets under management

Employees

146 client accounts

Services offered by WULFF, HANSEN & CO.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WULFF, HANSEN & CO. →

Introduction

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Frequently Asked Questions

What services does Christopher Donald Charles offer?

Christopher Donald Charles specializes in Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Christopher Donald Charles's credentials?

Christopher Donald Charles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Donald Charles located?

Christopher Donald Charles is based in SAN RAFAEL, California, working with WULFF, HANSEN & CO.. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Christopher Donald Charles charge for services?

Christopher Donald Charles'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 WULFF, HANSEN & CO.?

WULFF, HANSEN & CO. has approximately 10 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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