AM
Abraham D. Marston
EXEMPLAR WEALTH ADVISORS
Phoenix, AZ 85050
Some features on this profile are disabled
CRD#: 2642680
AM
Professional summary
Abraham David Marston, who also goes by Christopher Bradley Marston, Christopher Marston, is a registered financial advisor currently at EXEMPLAR WEALTH ADVISORS, LLC located in Phoenix, Arizona and EXEMPLAR CAPITAL, LLC located in Boston, Massachusetts.
Abraham is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Abraham has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 79, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Bradley Marston | Christopher Marston
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.
CRS (Client Relationship Summary) - RIA
Click below to view Abraham David Marston'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
September 28, 2022 - Present
EXEMPLAR WEALTH ADVISORS, LLC
Office #1: 20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050RIA
CRD#: 322419
Phoenix, AZ
Current
January 12, 2012 - Present
EXEMPLAR CAPITAL, LLC
Office #1: 265 Franklin Street Suite 1702, Boston, MA 02110Office #2: 2645 North Federal Highway #220, Delray, FL 33483BD
CRD#: 155786
BOSTON, MA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/23/2018)
RR
Alaska(3/22/2018)
RR
Arizona(3/26/2018)
IAR
Arizona(10/14/2022)
RR
Arkansas(12/17/2020)
RR
California(3/8/2018)
IAR
California(10/10/2022)
RR
Colorado(3/21/2018)
RR
Connecticut(4/5/2018)
RR
Delaware(3/27/2018)
RR
District of Columbia(4/6/2018)
RR
Florida(4/21/2021)
IAR
Florida(6/30/2023)
RR
Georgia(9/28/2022)
RR
Hawaii(3/27/2018)
RR
Idaho(3/6/2018)
RR
Illinois(3/21/2018)
IAR
Illinois(10/19/2022)
RR
Indiana(5/18/2018)
RR
Iowa(3/5/2018)
RR
Kansas(5/21/2018)
RR
Kentucky(3/14/2018)
RR
Louisiana(3/12/2018)
RR
Maryland(5/24/2018)
RR
Massachusetts(1/23/2012)
RR
Michigan(3/26/2018)
RR
Minnesota(3/14/2018)
RR
Mississippi(3/6/2018)
RR
Missouri(4/2/2018)
RR
Montana(6/12/2018)
RR
Nebraska(3/23/2018)
RR
Nevada(3/8/2018)
RR
New Hampshire(1/28/2021)
RR
New Jersey(4/26/2021)
RR
New Mexico(5/18/2018)
RR
New York(3/16/2018)
IAR
New York(4/16/2024)
RR
North Carolina(4/2/2018)
RR
North Dakota(3/22/2018)
RR
Ohio(3/19/2018)
RR
Oklahoma(3/8/2018)
RR
Oregon(3/22/2018)
RR
Pennsylvania(3/8/2018)
IAR
Pennsylvania(3/18/2024)
RR
Puerto Rico(7/6/2018)
RR
Rhode Island(3/8/2018)
RR
South Carolina(3/19/2018)
RR
South Dakota(3/6/2018)
RR
Texas(6/13/2018)
IAR
Texas(9/28/2022)
RR
Utah(3/5/2018)
RR
Vermont(3/22/2018)
RR
Virgin Islands(4/6/2018)
RR
Virginia(3/29/2018)
RR
Washington(3/8/2018)
RR
West Virginia(4/12/2018)
RR
Wisconsin(7/6/2018)
RR
Wyoming(3/21/2018)
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
SRO Registrations
RR
FINRA
Current Firm
EW
EXEMPLAR WEALTH ADVISORS, LLC
EXEMPLAR WEALTH ADVISORS, LLC
CRD#: 322419 / SEC#:
Arizona
Registered Investment Advisory firm - (8/31/2022 Approved)California
Registered Investment Advisory firm - (10/10/2022 Approved)Florida
Registered Investment Advisory firm - (6/30/2023 Approved)Illinois
Registered Investment Advisory firm - (10/19/2022 Approved)New York
Registered Investment Advisory firm - (4/16/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (3/18/2024 Approved)Texas
Registered Investment Advisory firm - (7/7/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050
Mailing Address
Phone number
(602) 695-0210
Established
Firm type
Fiscal year end
# of Employees
3
0
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.
