DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Christopher Jason Mann

Titleist Asset Management, LLCindependent RIASan Antonio, Tx dual registrantIAPD 2417287

Certified Financial Planner

Feed of 09/15/2026

At current firm

2 y

since Jan 19, 2024

In the industry

32 y

since Dec 7, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Titleist Asset Management, LLC independent RIA current
since Jan 19, 2024 · San Antonio, Tx
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jan 25, 2024 · Boston, Ma
Strategic Advisers LLC national BD
Apr 11, 2005 to Jul 13, 2018 · Braintree, Ma
Ifmg Securities, Inc. unclassified
Mar 16, 2004 to Mar 29, 2005 · Falmouth, Ma
Fisher Investments independent RIA
Jan 16, 2003 to Nov 4, 2003 · Falmouth, Ma
Strategic Advisers LLC national BD
Nov 10, 1998 to Jan 10, 2003 · Braintree, Ma

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Titleist Asset Management, LLC
left Jan 25, 2024, registered Jan 19, 2024 (-6 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Ifmg Securities, Inc. to Strategic Advisers LLC
left Mar 29, 2005, registered Apr 11, 2005 (13 days) · Other
Fisher Investments to Ifmg Securities, Inc.
left Nov 4, 2003, registered Mar 16, 2004 (133 days) · Other
Strategic Advisers LLC to Fisher Investments
left Jan 10, 2003, registered Jan 16, 2003 (6 days) · Other

Signals

Christopher Jason Mann left Fidelity Personal And Workplace Advisors for Titleist Asset Management, Llc (registered 2024-01-19)
Jan 25, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address