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CW

Christopher S. Wilson

ATLANTA CONSULTING GROUP ADVISORS
ATLANTA, GA 30342
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CRD#: 3154921
CW

Professional summary


Christopher Shawn Wilson, AIF® is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Atlanta, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

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 11 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

top-8-questions

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) Atlanta Consulting Group - yes, investment related - 309 East Paces Ferry Rd. Ste 600 Atlanta, GA 30305 - institutional - consultant - 6/1/2022 - 180 hours - 150 hours - institutional sales, consulting, marketing, due diligence.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Shawn Wilson'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®
AIF®

Experience


Current

July 21, 2023 - Present

ATLANTA CONSULTING GROUP ADVISORS, LLC

Office #1: 5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342
RIA
CRD#: 288169
ATLANTA, GA
Current

July 20, 2022 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 5600 Glenridge Dr Ne Ste 230 - East, Atlanta, GA 30342
BD
CRD#: 288898
Atlanta, GA
Past

August 28, 2018 - August 8, 2022

SIERRA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106615
SANTA MONICA, CA
Past

January 24, 2017 - July 19, 2022

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

May 30, 2013 - September 2, 2016

RUSSELL INVESTMENTS

RIA
CRD#: 105734
Kennesaw, GA
Past

May 7, 2013 - September 2, 2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

December 3, 2012 - May 14, 2013

CRAWFORD INVESTMENT COUNSEL INC

RIA
CRD#: 110271
ATLANTA, GA
Past

March 24, 2004 - November 20, 2012

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ATLANTA, GA
Past

August 21, 2000 - November 20, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATLANTA, GA
Past

December 15, 1999 - September 14, 2000

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

January 1, 1999 - April 28, 1999

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA
Past

December 16, 1998 - January 1, 1999

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, 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".
AC
ATLANTA CONSULTING GROUP ADVISORS, LLC
ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA
Registered Investment Advisory firm - (11/21/2017 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
Georgia
(7/20/2022)
IAR
Georgia
(7/24/2023)
RR
Missouri
(7/20/2022)
RR
Ohio
(11/7/2024)
IAR
Texas
(7/21/2023)
RR
West Virginia
(11/7/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/2/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ATLANTA CONSULTING GROUP ADVISORS, LLC
ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA
Registered Investment Advisory firm - (11/21/2017 Approved)
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Contact information


Main Address
5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342
Mailing Address
Phone number
(888) 317-2810
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATLANTA CONSULTING GROUP ADVISORS, LLC - FORM ADV PART 2A - NOVEMBER 2025 (11/13/2025)

Regulatory assets under management


Total Number of Accounts1,836
AUM (Assets Under Management)$ 13,586,544,360

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.

Company Information


ATLANTA CONSULTING GROUP ADVISORS, LLC

CRD#: 288169Atlanta, GA 30342

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