JW
John C. Wilmerding
THAYER PARTNERS LLC
Wyndmoor, PA
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CRD#: 1944701
JW
Professional summary
John Christopher Wilmerding, AIF®, who also goes by Chris Wilmerding, is a registered financial advisor currently at THAYER PARTNERS LLC located in Wyndmoor, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Wilmerding
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) LICENSED INSURANCE PROFESSIONAL; BUSINESS IS CONDUCTED FROM WYNDMOOR, PA 19038; INVESTMENT RELATED 2) THAYER FINANCIAL PARTNERS I, LLC; PARTNER AND PRESIDENT; INVESTMENT RELATED; DUTIES INCLUDE ADMINISTRATION OF THE LLC; APPROXIMATELY 1 HOUR PER MONTH IS SPENT ON THIS ACTIVITY. 3) AMIGODATA; 601 South Figueroa Street, Suite # 4050, Los Angeles, CA. 91117; ENERGY EFFICIENCY FOR DATA CENTER; NON-INVESTMENT RELATED; IS COMPENSATED; 8 HOURS PER MONTH; MEMBER OF ADVISORY BOARD; PROVIDE OVERSIGHT AND GUIDANCE TO CO- FOUNDER AND STRATEGIC ADVICE TO COMPANY; 4) LEGACY PODCAST; 8309 Stenton Avenue, Wyndmoor, Pennsylvania 19038; INFORMATIONAL PODCAST WITH BUSINESS OWNERS TO DISCUSS THEIR LEGACY; NON-INVESTMENT RELATED; HOST; 6-12 HOURS PER MONTH; NO COMPENSATION
CRS (Client Relationship Summary) - RIA
Click below to view John Christopher Wilmerding'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®
Experience
Current
January 2, 2018 - Present
THAYER PARTNERS LLC
RIA
CRD#: 290734
Wyndmoor, PA
Past
January 9, 2012 - March 20, 2018
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
WESTWOOD, MA
Past
January 6, 2012 - October 1, 2013
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WESTWOOD, MA
Past
July 6, 2009 - January 17, 2012
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BOSTON, MA
Past
November 16, 2005 - January 17, 2012
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BOSTON, MA
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".
TP
THAYER PARTNERS LLC
JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.
CRD#: 290734 / SEC#: 801-118392
RIA
Registered Investment Advisory firm - (4/6/2020 Approved)Georgia
Registered Investment Advisory firm - (4/14/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (5/8/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/13/2020 Terminated)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
Pennsylvania(6/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TP
THAYER PARTNERS LLC
JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.
CRD#: 290734 / SEC#: 801-118392
RIA
Registered Investment Advisory firm - (4/6/2020 Approved)Georgia
Registered Investment Advisory firm - (4/14/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (5/8/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wyndmoor, PA
Mailing Address
Phone number
(617) 275-5430
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 401,277,320 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
