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Charles Manih

Xpand Investment LLC

Chula Vista, CA

CRD 7475359

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Employer firm

Xpand Investment LLC CRD 317978

$900.3K regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Xpand Investment Llc

Chula Vista, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-02
  • CA RA
    APPROVED
    Since 2024-02-02

Branch Locations

Chula Vista, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Xpand Investment Llc Chula Vista CA 11/2021 Present
Charles Manih Weehawken NJ 11/2019 10/2021
Self-Employed Beirut 11/2011 10/2019
Lebanese International University Beirut 09/2011 03/2019
Université La Sagesse Beirut 01/2015 06/2019
  • 11/2021 → Present
    Xpand Investment Llc
    Chula Vista, CA
  • 11/2019 → 10/2021
    Charles Manih
    Weehawken, NJ
  • 11/2011 → 10/2019
    Self-Employed
    Beirut
  • 09/2011 → 03/2019
    Lebanese International University
    Beirut
  • 01/2015 → 06/2019
    Université La Sagesse
    Beirut
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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