Christian Andrew Amsberry

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 10/2024
  Osaic Fa
  San Francisco, CA
• 10/2024 → Present
  Titleist Asset Management, Llc
  San Antonio, TX
• 10/2024 → Present
  Titleist Capital, Llc
  San Antonio, TX

Previous Registrations

• 2015-06-24 → 2024-10-29
  Osaic Fa, Inc.
  San Francisco, CA
  Walnut Creek, CA
  San Francisco, CA
• 2012-02-07 → 2015-05-29
  Bellwether Capital Management Llc
  Fair Oaks, CA
• 2009-06-12 → 2012-02-06
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 2008-08-28 → 2009-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 2007-08-28 → 2008-06-19
  Wells Fargo Investments, Llc
  Orinda, CA

Other Businesses

TITLEIST CAPITAL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 10/2024 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 10/2024 INVESTMENT RELATED BRIAN D STEVENS FOUNDATION BOARD MEMBER SINCE 06/2024 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-20
• S66 Uniform Combined State Law Examination
  2007-08-27

Other Names

• Christian Andrew Amsberry
• Christian Andrew Amsberry
• Christian A Amsberry
• Chris Amsberry
• Chris Amsberry