CM
Christopher W. Meek
PINNACLE ADVISORS
Mansfield, OH 44902
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CRD#: 4499957
CM
Professional summary
Christopher W Meek, who also goes by Christopher Winfield Meek, is a registered financial advisor currently at PINNACLE ADVISORS located in Mansfield, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 2 firms and has passed the Series 7 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Winfield Meek
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.
CHRIS IS THE MANAGING MEMBER IN MEEK FAMILY INVESTMENTS, LLC. THIS IS A FAMILY OWNED LIMITED LIABILITY COMPANY WITH CHRIS' SISTERS PRIMARILY IN THE BUSINESS OF AGRICULTURAL REAL ESTATE. CHRIS SPENDS 1-2 HOURS PER MONTH ON THE COMPANY WHICH IS RUN FROM CHRIS' HOME. HE HAS BEEN THE MANAGING MEMBER OF THIS PARTNERSHIP SINCE 2012.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher W Meek'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
December 4, 2006 - Present
PINNACLE ADVISORS
Office #1: 6 West 3rd St. Ste 100, Mansfield, OH 44902RIA
CRD#: 106817
Mansfield, OH
Past
March 7, 2002 - June 5, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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".
PA
PINNACLE ADVISORS
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
CRD#: 106817 / SEC#: 801-51715
RIA
Registered Investment Advisory firm - (5/30/1996 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
Ohio(12/4/2006)
Exams
General Industry/Product Exam
Current Firm
PA
PINNACLE ADVISORS
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
CRD#: 106817 / SEC#: 801-51715
RIA
Registered Investment Advisory firm - (5/30/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 West 3rd St. Ste 100, Mansfield, OH 44902
Mailing Address
Phone number
(419) 526-5226
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,513 |
| AUM (Assets Under Management) | $ 1,939,495,799 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2023 | ||
| 12/22/2022 |
Red Flags
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