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Chris Brattain Harrell

Cordgrass Capital Advisors, LLC

Raleigh, NC

CRD 1080957

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Employer firm

Cordgrass Capital Advisors, LLC CRD 311528

$730M 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:

Current Employers
Cordgrass Capital Advisors, Llc

3101 Glenwood Avenue Suite 102, Raleigh, NC 27612 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-28
NC RA APPROVED 2021-10-01
  • TX RA
    APPROVED
    Since 2022-01-28
  • NC RA
    APPROVED
    Since 2021-10-01

Branch Locations

3101 Glenwood Avenue Suite 102, Raleigh, NC 27612 • 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
Raymond James & Associates, Inc. Raleigh NC 02/2013 09/2021
Oak Harbor Wealth Partners, Llc Raleigh NC 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-02
S63 Uniform Securities Agent State Law Examination 1983-04-19
  • S65 Uniform Investment Adviser Law Examination
    1995-02-02
  • S63 Uniform Securities Agent State Law Examination
    1983-04-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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