Christopher W. Neidlinger

ISC ADVISORS

Dallas, TX 75219

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CRD#: 2963179

Professional summary

Christopher Wade Neidlinger is a registered financial advisor currently at ISC ADVISORS, INC. located in Dallas, Texas and INSTITUTIONAL SECURITIES CORPORATION located in Mckinney, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 14 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Wade Neidlinger's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 15, 2021 - Present

ISC ADVISORS, INC.

Office #1: 3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

RIA

CRD#: 166586

Dallas, TX

Current

July 7, 2021 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #2: 3500 Oak Lawn Ave Ste. 400, Dallas, TX 75219

CRD#: 20291

MCKINNEY, TX

Past

May 12, 2015 - July 7, 2021

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

SAN ANTONIO, TX

Past

July 24, 2001 - February 13, 2003

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

MCLEAN, VA

Past

December 19, 1997 - February 25, 2003

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

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".

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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
(7/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/17/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/18/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 8/15/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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Contact information

Main Address

3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

Mailing Address

Phone number

(214) 520-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,989
AUM (Assets Under Management)	$ 1,539,119,817

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.

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Firm Stability Insights

Christopher W. Neidlinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Wade Neidlinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTITUTIONAL SECURITIES CORPORATION

FROST BROKERAGE SERVICES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ISC ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2000

Series 63

Date: 3/10/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/21/1998

Series 6

Date: 12/18/1997

Series 14

Date: 1/2/2023

Series 24

Date: 8/15/2000

FINRA

Current Firm

ISC ADVISORS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISC ADVISORS, INC.

TRUST BUT VERIFY

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