CS
Christopher A. Strong
ALBITZ/MILOE AND ASSOCIATES
Torrance, CA 90505
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CRD#: 3138607
CS
Professional summary
Christopher Arthur Strong is a registered financial advisor currently at ALBITZ/MILOE AND ASSOCIATES, INC. located in Torrance, California and CETERA WEALTH SERVICES, LLC located in Torrance, California.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1.PARTNER IN SUMMIT MGMT LP (REAL ESTATE INVESTMENT MEMBER)
2. NAME OF OTHER BUSINESS: GELMAN, LLP
INVESTMENT RELATED: NO
ADDRESS: 1940 E 17TH ST, SANTA ANA, 92705
NATURE OF BUSINESS: TAX AND ACCOUNTING
START DATE: 04/2019
POSITION/TITLE/RELATIONSHIP: CPA
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5
BRIEF DESCRIPTION OF DUTIES: ACCOUNTING/TAX SERVICES
3. NAME OF OTHER BUSINESS: ALBITZ/MILOE & ASSOCIATES, INC.
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: ADVISORY BUSINESS
POSITION/TITLE/RELATIONSHIP: SOLICITOR
START DATE: 9/2017
APX NUMBER OF HOURS PER WEEK: VARIES
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
BRIEF DESCRIPTION OF DUTIES: REFER PROSPECTS TO RIA FOR INVESTMENT MANAGEMENT
4. . NAME OF OTHER BUSINESS: A FRAME MANAGEMENT LP
INVESTMENT RELATED: NO
ADDRESS: 230 SOUTH 80TH ST, TACOMA, WA 93408
NATURE OF BUSINESS: REAL ESTATE
START DATE:09/2014
POSITION/TITLE/RELATIONSHIP: OWNER
APX NUMBER OF HOURS PER WEEK: 1-2
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
BRIEF DESCRIPTION OF DUTIES: PHONE CALLS WITH PROPERTY MANAGEMENT AND INPUT ON REPAIRS.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Arthur Strong'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 29, 2017 - Present
ALBITZ/MILOE AND ASSOCIATES, INC.
Office #1: 23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505RIA
CRD#: 104777
Torrance, CA
Current
April 11, 2003 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 23133 Hawthorne Blvd Ste 305, Torrance, CA 90505BD
CRD#: 13572
Torrance, CA
Past
February 23, 2001 - March 10, 2003
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
December 8, 1998 - March 9, 2001
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
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".
AA
ALBITZ/MILOE AND ASSOCIATES, INC.
ALBITZ MILOE & ASSOCIATES | ALBITZ/MILOE AND ASSOCIATES, INC.
CRD#: 104777 / SEC#: 801-22365
RIA
Registered Investment Advisory firm - (10/19/1984 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.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
California(4/11/2003)
IAR
California(9/29/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ALBITZ/MILOE AND ASSOCIATES, INC.
ALBITZ MILOE & ASSOCIATES | ALBITZ/MILOE AND ASSOCIATES, INC.
CRD#: 104777 / SEC#: 801-22365
RIA
Registered Investment Advisory firm - (10/19/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505
Mailing Address
Phone number
(310) 373-8861
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,286 |
| AUM (Assets Under Management) | $ 703,538,620 |
Red Flags
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