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Christopher Stanziale

CRD# 1031106·Registered 1982 - 2024
Previously Registered: Being a previously registered professional could mean that Christopher is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Christopher Stanziale was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 1982 - 2024. Christopher had worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

ADVISORY WEALTH MANAGEMENT SERVICES, LLC·CRD# 140519
RIA
Bloomfield, NJ
February 4, 2021 - March 12, 2024
ADVISORY WEALTH MANAGEMENT SERVICES, LLC·CRD# 140519
RIA
Bloomfield, NJ
May 25, 2006 - December 31, 2020
ACCESS WEALTH·CRD# 112973
RIA
Roseland, NJ
June 5, 2002 - May 3, 2006
OSAIC WEALTH, INC.·CRD# 23131
BD
Roseland, NJ
November 19, 1989 - May 1, 2006
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
August 29, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
March 19, 1984 - July 6, 1984
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
August 23, 1983 - August 3, 1994
LINCOLN NATIONAL PENSION INSURANCE COMPANY·CRD# 10293
BD
March 12, 1982 - January 3, 1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
March 12, 1982 - August 19, 1997

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Current Firm

AW
ADVISORY WEALTH MANAGEMENT SERVICES, LLC

ADVISORY WEALTH MANAGEMENT SERVICES, LLC

CRD#: 140519 / SEC#: 801-66703

Contact Information

Main Address

Bloomfield, NJ

Phone Number

(973) 801-9501

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

62

AUM (Assets Under Management)

$53,023,086

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1996About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 1983About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1982About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Nov 1995About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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