Christopher D. Battreall

PRECISION WEALTH STRATEGIES

Mount Pleasant, SC

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CRD#: 4089104

Professional summary

Christopher Douglas Battreall, CFP®, who also goes by Christopher D Battreall, is a registered financial advisor currently at PRECISION WEALTH STRATEGIES, LLC located in Mount Pleasant, South Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher D Battreall

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 Douglas Battreall'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

May 15, 2025 - Present

PRECISION WEALTH STRATEGIES, LLC

RIA

CRD#: 299827

Mount Pleasant, SC

Past

May 19, 2023 - November 14, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

MODESTO, CA

Past

June 15, 2022 - November 14, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Modesto, CA

Past

November 1, 2017 - November 13, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MODESTO, CA

Past

November 1, 2017 - June 25, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MODESTO, CA

Past

April 16, 2008 - November 1, 2017

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

MODESTO, CA

Past

January 6, 2006 - May 20, 2025

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

MODESTO, CA

Past

November 10, 2005 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

MODESTO, CA

Past

June 8, 2004 - November 1, 2005

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

October 23, 2002 - December 31, 2005

SOLUTIONS PLANNING GROUP, INC.

RIA

CRD#: 119515

BETHESDA, MD

Past

November 27, 2001 - June 14, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

February 25, 2000 - November 13, 2001

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 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

California
(5/15/2025)

IAR

Missouri
(5/19/2025)

IAR

South Carolina
(12/9/2025)

IAR

Texas
(5/15/2025)

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: 6/20/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/15/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/24/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

4622 Macklind Ave, St. Louis, MO 63109

Mailing Address

Phone number

(314) 994-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWS PART 2A WRAP BROCHURE (3/9/2026)

PWS PART 2A BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts	1,697
AUM (Assets Under Management)	$ 711,032,584

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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Advisor Monitoring

Firm Stability Insights

Christopher D. Battreall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Douglas Battreall's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

GIRARD SECURITIES, INC.

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

GROVE POINT INVESTMENTS, LLC

SOLUTIONS PLANNING GROUP, INC.

NYLIFE SECURITIES LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

PRECISION WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2001

Series 63

Date: 5/2/2000

Series 7TO

Date: 3/15/2022

Series 6TO

Date: 3/15/2022

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2003

Series 6

Date: 2/24/2000

Current Firm

PRECISION WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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