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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
American Trust Investment Serv 1 year, 6 months Aug 2018 - Present
Wells Fargo Advisors Financial Network, LLC 3 years, 10 months Feb 2013 - Dec 2016
Chase Investment Services Corp 4 years, 7 months Jul 2006 - Feb 2011
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Sean Michael Knowles?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Dec 30, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Dec 30, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

American Trust Investment Services, Inc.

Last updated on March 26, 2019
    • $4.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 42
      Accounts
    • $110.2K
      Estimated Average Account Balance

Fees

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