Chief Compliance Officer · Chrome Advisors
Lisa M. Shinhira
CRD 5268024 · Named on Form ADV at one SEC-registered adviser
At a glance
Chrome Advisors, an SEC-registered wealth manager based in SAN Francisco, CA with $152 million in regulatory assets, lists Lisa M. Shinhira on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Chrome AdvisorsChief Compliance OfficerWealth manager · SAN Francisco, CA · $152M in regulatory assets
AtlasMembers
Lisa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Virgilio B. CristobalManaging Member, Chrome Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.