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CB

Christopher A. Buck

HARVESTER WEALTH
Dallas, TX 75214
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CRD#: 1712209
CB

Professional summary


Christopher Andrew Buck, CIMA®, who also goes by Chris Andrew Buck, Chris Buck, is a registered financial advisor currently at HARVESTER WEALTH, LLC located in Dallas, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Christopher has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Andrew Buck | Chris Buck

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) DEA Wealth, LLC. Same Address; Mr. Buck serves as the CEO of DEA Wealth, LLC. DEA Wealth provides ETF issuers and index providers with consulting services, including go-to-market planning, product structure, capital markets advice, and distribution strategies. DEA Wealth Mr. Buck Spends approximately 25% of his time in connection with this business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Andrew Buck'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®
CIMA®

Experience


Current

June 3, 2022 - Present

HARVESTER WEALTH, LLC

Office #1: 6301 Gaston Avenue Suite 1417, Dallas, TX 75214
RIA
CRD#: 317746
Dallas, TX
Past

September 12, 2017 - October 15, 2020

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Dallas, TX
Past

July 28, 2017 - October 15, 2020

ROBO GLOBAL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 287974
DALLAS, TX
Past

January 3, 2012 - November 5, 2015

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

February 17, 2011 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

BD
CRD#: 146183
SAN FRANCISCO, CA
Past

January 14, 2011 - March 4, 2011

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
SAN FRANCISCO, CA
Past

April 22, 2009 - September 29, 2010

CAPIS

BD
CRD#: 7551
DALLAS, TX
Past

August 2, 2002 - March 25, 2009

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 7, 1991 - July 22, 2002

CAPIS

BD
CRD#: 7551
DALLAS, TX
Past

April 12, 1990 - February 4, 1991

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

February 28, 1989 - April 30, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 23, 1988 - February 8, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
Texas
(6/3/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2016
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/19/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HW
HARVESTER WEALTH, LLC
HARVESTER WEALTH, LLC

CRD#: 317746 / SEC#:

Texas
Registered Investment Advisory firm - (6/2/2022 Approved)
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Contact information


Main Address
6301 Gaston Avenue Suite 1417, Dallas, TX 75214
Mailing Address
Phone number
(214) 210-5860
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts26
AUM (Assets Under Management)$ 29,209,937

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


HARVESTER WEALTH, LLC

CRD#: 317746Dallas, TX 75214

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