Continuum Advisory, Llc
At Continuum, we believe that the collective whole is greater than the sum of its parts. As a national network of independent advisory firms, Continuum provides independent advisors access to a comprehensive suite of integrated wealth management tools and powerful technology resources designed to simplify their business while optimizing efficiency and accelerating growth. By handling many of the costly and time-consuming back-office functions, Continuum’s advisors can focus on what they do best- serving clients and driving growth. Click the following link (or cut and paste to any internet browser) https://continuumadvisory.com/finra-disclosures to access firm disclosures.
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Verified contacts
9
available on Kipplo
LinkedIn employees
12
51 to 200 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- RM
Ruth Miller
Compliance Manager · Legal
EmailPhone - CT
Chelsea Turton
Operations Analyst · Operations
EmailPhone - AL
Alina Lee Santiago
Chief Compliance Officer · Legal
EmailPhone - GC
George Chuang
President · General Business & Management
EmailPhone - SN
Scott Nishimura
Senior Vice President · General Business & Management
EmailPhone - LC
Lancer Cuddy
Senior Operations Analyst · Operations
EmailPhone - BW
Bryan Wasserman
Investment Advisor Representative · Finance & Accounting
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Continuum Advisory, Llc
8 distinct titles indexed · top 8 shown.
- 1chief compliance officer
- 1compliance manager
- 1investment advisor
- 1investment advisor representative
- 1operations analyst
- 1president
- 1senior operations analyst
- 1senior vice president
Sign up to unlock all 9 contacts at Continuum Advisory, Llc
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Sign up to reveal 9 verified contacts at Continuum Advisory, Llc
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