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CA

Christopher E. Aguiar

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CRD#: 1596051
CA

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.

Christopher Edward Aguiar, who also goes by Chris Edward Aguiar, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1986. Christopher had worked at 16 firms and has passed the Series 66, Series 63, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Edward Aguiar

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 2, 2010 - September 4, 2012

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
FRESNO, CA
Past

September 1, 2010 - September 4, 2012

SCF SECURITIES, INC.

BD
CRD#: 47275
FRESNO, CA
Past

June 23, 2009 - August 20, 2010

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
FAIR OAKS, CA
Past

June 23, 2009 - August 20, 2010

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
FAIR OAKS, CA
Past

October 2, 2006 - July 19, 2007

LPL FINANCIAL LLC

RIA
CRD#: 6413
ORANGEVALE, CA
Past

October 2, 2006 - July 19, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
ORANGEVALE, CA
Past

November 14, 2005 - October 17, 2006

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
FRESNO, CA
Past

October 25, 2005 - October 17, 2006

SCF SECURITIES, INC.

BD
CRD#: 47275
FRESNO, CA
Past

November 10, 2003 - June 14, 2005

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ORANGEVALE, CA
Past

October 24, 2003 - June 14, 2005

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
RICHMOND, VA
Past

January 3, 2003 - October 28, 2003

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
ORANGEVALE, CA
Past

January 2, 2003 - October 28, 2003

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

October 12, 1999 - May 16, 2001

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

September 3, 1997 - February 11, 1999

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

March 29, 1996 - September 3, 1997

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR
Past

January 2, 1996 - February 28, 1996

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

January 27, 1994 - December 15, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

December 9, 1993 - January 18, 1994

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

October 25, 1993 - November 30, 1993

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

December 9, 1991 - October 25, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

December 26, 1986 - December 4, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/5/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SI
SCF INVESTMENT ADVISORS, INC.
APEX RETIREMENT CONSULTING | WESTBERRY WEALTH MANAGEMENT, LLC | UPTREX LLC DBA UPTREX WEALTH ADVISORS | UNION STREET ADVISORS, LLC | TRUECOURSE INVESTMENT MANAGEMENT | TEXAS FINANCIAL RESOURCES, LP DBA TFR WEALTH MANAGEMENT | TAX & INVESTMENT ADVISORS, INC. | STRATEGIC WEALTH ADVISORS GROUP SERVICES, INC. DBA, STRATEGIC WEALTH ADVISORS GROUP | SLADE FINANCIAL ADVISORY PLLC | SIERRA WEALTH MANAGEMENT | SCF INVESTMENT ADVISORS, INC. DBA SCF | SCF INVESTMENT ADVISORS, INC. | SAVVY WEALTH MANAGEMENT | RPM FINANCIAL GROUP, LLC | REDFISH CAPITAL MANAGEMENT | OLD BRIDGE WEALTH, INC. | NEVILLE FINANCIAL GROUP, INC. | MT. JULIET ADVISORS, LLC | MONEYWISE WEALTH MANAGEMENT | MISSION FINANCIAL ADVISORS | MILLER WEALTH PARTNERS, LLC | KELLY FINANCIAL GROUP | INTEGRITY WEALTH MANAGEMENT INC. | INTEGRATED LIFE & FINANCIAL PLANNING, LLC | HAMMER WEALTH GROUP | GUTH FINANCIAL | GATEWAY FINANCIAL GROUP | FORTHRIGHT CAPITAL MANAGEMENT | FINANCIAL PLANNING ADVISORS, INC. | DALTON WEALTH GROUP | DAILEY WEALTH MANAGEMENT | CREATIVE FINANCIAL STRATEGIES, LLC | COHESION WEALTH ADVISORS, LLC | BUFFALO FINANCIAL STRATEGIES | BENEFITS ONE | ASH CREEK FINANCIAL ADVISORS

CRD#: 123608 / SEC#: 801-71206

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Contact information


Main Address
10150 Meanley Drive First Floor, San Diego, CA 92131
Mailing Address
Phone number
(559) 456-6108
Established
Firm type
Fiscal year end
# of Employees
263

Documents


Latest Form ADV

Part 2 Brochures

SCF FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management


Total Number of Accounts6,190
AUM (Assets Under Management)$ 1,349,597,453

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2024
Cover Page
06/28/2024

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.

Company Information


SCF INVESTMENT ADVISORS, INC.

CRD#: 123608

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