CH
Christian R. Hyldahl
FISCAL WISDOM WEALTH MANAGEMENT LLC
Raleigh, NC
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CRD#: 2286664
CH
Professional summary
Christian Richard Hyldahl is a registered financial advisor currently at FISCAL WISDOM WEALTH MANAGEMENT LLC located in Raleigh, North Carolina.
Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christian has worked at 11 firms and has passed the Series 63, Series 65, Series 7, Series 28 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
VARIUM INVESTMENT PARTNERS 259 OVERBROOK DR. NEWTON SQ., PA 19073 CIO SOLUTION FOR INDEPENDENT REGISTERED INVESTMENT ADVISORS PRESIDENT SINCE 01/2018
CRS (Client Relationship Summary) - RIA
Click below to view Christian Richard Hyldahl'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
March 11, 2024 - Present
FISCAL WISDOM WEALTH MANAGEMENT LLC
RIA
CRD#: 168299
Raleigh, NC
Past
April 1, 2022 - February 15, 2024
COPPER BEECH FINANCIAL GROUP, LLC
RIA
CRD#: 313156
MOORESTOWN, NJ
Past
September 17, 2015 - March 28, 2018
VARIUM INVESTMENT PARTNERS, LLC
RIA
CRD#: 175205
NEWTOWN SQUARE, PA
Past
January 25, 2007 - March 25, 2008
KJM SECURITIES, INC.
BD
CRD#: 20277
BRONXVILLE, NY
Past
April 14, 2005 - May 30, 2014
ARCHSTONE INVESTMENT MANAGEMENT
RIA
CRD#: 133246
LAFAYETTE HILL, PA
Past
August 28, 2003 - March 16, 2005
STANLEY LAMAN GROUP SECURITIES, LLC
BD
CRD#: 126160
BERWYN, PA
Past
November 25, 2002 - March 8, 2006
SEL CAPITAL MANAGEMENT, LLC
RIA
CRD#: 111812
BERWYN, PA
Past
November 25, 2002 - June 3, 2011
STANLEY-LAMAN GROUP LTD.
RIA
CRD#: 112112
BERWYN, PA
Past
March 27, 2002 - September 10, 2003
RAMPART FINANCIAL SERVICES, INC.
BD
CRD#: 43294
DOYLESTOWN, PA
Past
October 10, 1994 - April 19, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
December 4, 1992 - December 8, 1993
EAGLE ROCK CAPITAL GROUP, INC.
BD
CRD#: 29869
ROSELAND, NJ
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".
FW
FISCAL WISDOM WEALTH MANAGEMENT LLC
BGS FINANCIAL SERVICES, LLC | ZITO WEALTH STRATEGIES, INC. | THE RETIREMENT ADVISORS OF NE, INC. | SMARTLIFE FINANCIAL GROUP LLC | SEVEN VENTURES WEALTH MANAGEMENT, LLC | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC. | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | PLUSPOINT ADVISORS | MILESTONE WEALTH MANAGEMENT | LIFE PLAN RETIREMENT PARTNERS, LLC | KOSIC FINANCIAL GROUP | INSPIRE WEALTH ADVISORY | HERITAGE ASSET MANAGEMENT | GOLD STANDARD FINANCIAL SERVICES, LLC | FORTEM ADVISORS | FISCAL WISDOM WEALTH MANAGEMENT LLC | FISCAL WISDOM WEALTH MANAGEMENT | DEAN BENNETT INSURANCE & FINANCIAL SERVICES, INC. | DAVENPORT WEALTH MANAGEMENT LLC | CHADWICK FINANCIAL ADVISORS
CRD#: 168299 / SEC#: 801-119231
RIA
Registered Investment Advisory firm - (8/3/2020 Approved)Arizona
Registered Investment Advisory firm - (12/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/9/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (12/1/2020 Terminated)Florida
Registered Investment Advisory firm - (12/1/2020 Terminated)Georgia
Registered Investment Advisory firm - (12/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2020 Terminated)Minnesota
Registered Investment Advisory firm - (12/22/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)North Carolina
Registered Investment Advisory firm - (12/1/2020 Terminated)North Dakota
Registered Investment Advisory firm - (12/1/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/1/2020 Terminated)Vermont
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (12/2/2020 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
Connecticut(3/11/2024)
IAR
North Carolina(3/28/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/4/2003
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Current Firm
FW
FISCAL WISDOM WEALTH MANAGEMENT LLC
BGS FINANCIAL SERVICES, LLC | ZITO WEALTH STRATEGIES, INC. | THE RETIREMENT ADVISORS OF NE, INC. | SMARTLIFE FINANCIAL GROUP LLC | SEVEN VENTURES WEALTH MANAGEMENT, LLC | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC. | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | PLUSPOINT ADVISORS | MILESTONE WEALTH MANAGEMENT | LIFE PLAN RETIREMENT PARTNERS, LLC | KOSIC FINANCIAL GROUP | INSPIRE WEALTH ADVISORY | HERITAGE ASSET MANAGEMENT | GOLD STANDARD FINANCIAL SERVICES, LLC | FORTEM ADVISORS | FISCAL WISDOM WEALTH MANAGEMENT LLC | FISCAL WISDOM WEALTH MANAGEMENT | DEAN BENNETT INSURANCE & FINANCIAL SERVICES, INC. | DAVENPORT WEALTH MANAGEMENT LLC | CHADWICK FINANCIAL ADVISORS
CRD#: 168299 / SEC#: 801-119231
RIA
Registered Investment Advisory firm - (8/3/2020 Approved)Arizona
Registered Investment Advisory firm - (12/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/9/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (12/1/2020 Terminated)Florida
Registered Investment Advisory firm - (12/1/2020 Terminated)Georgia
Registered Investment Advisory firm - (12/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2020 Terminated)Minnesota
Registered Investment Advisory firm - (12/22/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)North Carolina
Registered Investment Advisory firm - (12/1/2020 Terminated)North Dakota
Registered Investment Advisory firm - (12/1/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/1/2020 Terminated)Vermont
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (12/2/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
61 Maple Avenue, Canton, CT 06019
Mailing Address
Phone number
(678) 202-4066
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,579 |
| AUM (Assets Under Management) | $ 259,793,557 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
