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Christopher Randall Stooksbury

BEACON HILL WEALTH MANAGEMENT LTD
VICTORIA, BC,
·CRD# 4010905·25 years experience

Professional Summary

Christopher Randall Stooksbury is a registered financial advisor currently at BEACON HILL WEALTH MANAGEMENT LTD. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christopher has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

BEACON HILL WEALTH MANAGEMENT LTD·CRD# 325860
RIA
1133 Fort Street, Victoria, Bc, V8V 3K9
January 30, 2026 - Present
BEACON HILL WEALTH MANAGEMENT LTD·CRD# 325860
RIA
Victoria, Bc
June 27, 2024 - December 31, 2025
RAYMOND JAMES (USA) LTD.·CRD# 25853
BD
Victoria, British Columbia
May 7, 2019 - June 27, 2024
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
October 19, 2001 - June 29, 2011

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Current Firm

BH
BEACON HILL WEALTH MANAGEMENT LTD

BEACON HILL WEALTH MANAGEMENT | BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860 / SEC#: 801-129439
RIA
Registered Investment Advisory firm - SEC (1/26/2024 Approved)

Contact Information

Main Address

1133 Fort Street, Victoria, Bc, V8V 3K9

Phone Number

(778) 433-1314

# of Employees

6

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BHWM ADV BROCHURE (9/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

258

AUM (Assets Under Management)

$148,554,973

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Battery Street Holdings; Not investment related; Secretary; Holding co.; 0 hrs/week; 0 during trading hours; Holding company.

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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".
BH
BEACON HILL WEALTH MANAGEMENT LTD

BEACON HILL WEALTH MANAGEMENT | BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860 / SEC#: 801-129439
RIA
Registered Investment Advisory firm - SEC (1/26/2024 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.
IAR
Texas
(1/30/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2019About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2019About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Oct 2002About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 2001About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Randall Stooksbury's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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