Christopher J. Cowart
ADVOCACY WEALTH MANAGEMENT
ATLANTA, GA 30326-3280
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CRD#: 2983425
Professional summary
Christopher Jay Cowart, CFP®, who also goes by Christopher Cowart, is a registered financial advisor currently at ADVOCACY WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Cowart
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.
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 02/2024, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing Insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Jay Cowart'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®
CFP®
Start date: 2008
Experience
Current
March 19, 2024 - Present
ADVOCACY WEALTH MANAGEMENT, LLC
Office #1: 3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280RIA
CRD#: 141943
ATLANTA, GA
Past
September 20, 2023 - February 14, 2024
MCCORMACK FINANCIAL PLANNING INC.
RIA
CRD#: 136857
ATLANTA, GA
Past
September 18, 2023 - February 14, 2024
DEMPSEY LORD SMITH, LLC
BD
CRD#: 141238
ATLANTA, GA
Past
September 9, 2016 - June 9, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ATLANTA, GA
Past
September 12, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
September 11, 2013 - June 9, 2023
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
August 23, 2012 - August 22, 2013
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
August 23, 2012 - August 22, 2013
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
Past
March 12, 2010 - June 14, 2012
MORGAN STANLEY
BD
CRD#: 149777
ATLANTA, GA
Past
March 9, 2010 - June 14, 2012
MORGAN STANLEY
RIA
CRD#: 149777
ATLANTA, GA
Past
September 27, 2002 - January 29, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ATLANTA, GA
Past
September 10, 2001 - January 29, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
ATLANTA, GA
Past
October 21, 1999 - April 12, 2001
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
July 13, 1999 - February 7, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
September 4, 1998 - May 12, 1999
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
December 15, 1997 - August 7, 1998
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
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".
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 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
Georgia(3/19/2024)
IAR
Texas(10/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280
Mailing Address
Phone number
(404) 836-7141
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,917 |
| AUM (Assets Under Management) | $ 2,084,296,352 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 07/26/2024 | ||
| 10/27/2023 | ||
| 01/30/2023 |
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.
