Philip J. Christiano

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CRD#: 1329487

Professional summary

Being a previously registered professional could mean that this person 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.

Philip Joseph Christiano, who also goes by Phil Christiano, was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 2002. Philip had worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Phil Christiano

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 19, 2012 - December 5, 2016

AAF WEALTH MANAGEMENT, LLC

RIA

CRD#: 164646

WELLESLEY, MA

Past

January 9, 2009 - August 9, 2012

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

MILTON, MA

Past

January 8, 2009 - August 9, 2012

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

MILTON, MA

Past

November 25, 2008 - March 14, 2017

MAINSAIL ADVISORS SERVICES, LLC

RIA

CRD#: 128379

MILTON, MA

Past

July 3, 2008 - September 29, 2008

LPL FINANCIAL LLC

CRD#: 6413

BOSTON, MA

Past

May 19, 2008 - September 29, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOSTON, MA

Past

December 7, 2005 - August 6, 2008

CALIBRE ADVISORY SERVICES, INC.

RIA

CRD#: 133333

WALTHAM, MA

Past

October 31, 2005 - December 12, 2005

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

July 9, 2002 - December 6, 2005

U.S. FINANCIAL ADVISORS

RIA

CRD#: 108763

BRAINTREE, MA

Past

May 31, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/24/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/30/2002

General Securities Representative Examination

Current Firm

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 Approved)

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Contact information

Main Address

50 Washington Street, Westborough, MA 01581

Mailing Address

Phone number

(508) 366-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 607,331,627

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Philip J. Christiano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

MAINSAIL ADVISORS SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CALIBRE ADVISORY SERVICES, INC.

OSAIC SERVICES, INC.

U.S. FINANCIAL ADVISORS

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

AAF WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2009

Series 7

Date: 5/30/2002

Current Firm

AAF WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AAF WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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