CL
Christopher P. Lein
THEPARTNERS WEALTH MANAGEMENT
Ponte Vedra Beach, FL 32082
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CRD#: 1433201
CL
Professional summary
Christopher Paul Lein, who also goes by Chris P Lein, Chris Lein, Christopher P Lein, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Ponte Vedra Beach, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris P Lein | Chris Lein | Christopher P Lein
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.
1. The Partners Wealth Management d/b/a Ocean Pointe Financial Services Group. Investment Related. At the registered location. RIA. Financial Advisor. Branch Manager. 03/25/2023. 160hrs months. 160 hours during trading. Financial Advisor - managing a book of business; retirement planning; Branch Manager - handling compliance and office issues; preparing for audits. 2. Fixed Insurance. Investment related. At the registered location. Fixed insurance. Agent. 03/25/2023. 7 hours a month. 7 hours during trading. Provide insurance advice based on the needs of the client(s). 3. PKSF. Investment related. At the registered location. Fixed insurance. Agent/ 03/25/2023. 7 hours a month. 7 hours during trading. Provide insurance advice based on the needs of client(s) 4. Coastal Collegiate Baseball League Llc, Not Inv Related, Jacksonville, Fl, 100% Ownership, Start 8/10/2020, 15 Hours Per Month, Zero During Trading, Operate A Summer College Baseball League.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Paul Lein's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 9, 2023 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 234 Canal Blvd Suite 2, Ponte Vedra Beach, FL 32082RIA
CRD#: 314816
Ponte Vedra Beach, FL
Past
August 10, 2023 - October 16, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Ponte Vedra Beach, FL
Past
April 24, 2023 - April 24, 2023
THEPARTNERS WEALTH MANAGEMENT
RIA
CRD#: 314816
Ponte Vedra Beach, FL
Past
January 12, 2018 - August 15, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
PONTE VEDRA BEACH, FL
Past
January 12, 2018 - August 15, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
PONTE VEDRA BEACH, FL
Past
November 27, 2006 - January 12, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
JACKSONVILLE, FL
Past
November 22, 2006 - January 12, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
JACKSONVILLE, FL
Past
October 31, 2003 - November 27, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
JACKSONVILLE, FL
Past
July 29, 2003 - November 27, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
JACKSONVILLE, FL
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/18/2023)
IAR
New York(5/12/2025)
IAR
Oklahoma(5/12/2025)
IAR
Texas(8/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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