Chris
Meacham
Vivaldi Capital Management Lp
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About this Advisor
Chris Meacham is a personal financial specialist who works out of Chicago, Illinois with 3 years of relevant experience. Meacham is on the advisory team at Vivaldi Capital Management Lp. Throughout their career, Meacham has worked at Cornerstone Wealth Management, LLC and Vivaldi Capital Management, LLC. Meacham has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Vivaldi Capital Management Lp is a registered investment business that has its headquarters in Chicago, IL. The investment advisory business has offices in four locations and a total of 53 advisors. It oversees $3 billion in assets between its 5,990 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 5,990 accounts, 46% belong to high-net-worth investors who have more than $1 million in assets. Vivaldi Capital Management Lp performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on which service is provided. Fee types charged by Vivaldi Capital Management Lp may include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vivaldi Capital Management Lp Brokerage Details
$3,332,020,054
53
5,990
$556,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chris Meacham Work History
Chris has been registered as a financial advisor for 3 years.*
Vivaldi Capital Management, LLC
Cornerstone Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Meacham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vivaldi Capital Management Lp
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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