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CA

Christopher J. Aldridge

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CRD#: 4521434
CA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher John Aldridge, who also goes by Christopher John Aldrige, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2002. Christopher had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher John Aldrige

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2012 - June 10, 2013

SOUTHEAST INVESTMENTS, N.C., INC.

RIA
CRD#: 43035
KANNAPOLIS, NC
Past

March 14, 2012 - June 10, 2013

SOUTHEAST INVESTMENTS, N.C., INC.

BD
CRD#: 43035
KANNAPOLIS, NC
Past

July 16, 2009 - March 14, 2012

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
KANNAPOLIS, NC
Past

July 14, 2009 - March 14, 2012

SYNERGY INVESTMENT GROUP, LLC

RIA
CRD#: 46035
KANNAPOLIS, NC
Past

January 17, 2008 - July 7, 2009

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
CHARLOTTE, NC
Past

January 17, 2008 - July 7, 2009

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
CHARLOTTE, NC
Past

February 15, 2007 - January 9, 2008

SYNERGY INVESTMENT GROUP, LLC

RIA
CRD#: 46035
KANNAPOLIS, NC
Past

January 4, 2007 - January 9, 2008

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC
Past

September 8, 2005 - October 5, 2006

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DAVIDSON, NC
Past

December 17, 2003 - October 5, 2006

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DAVIDSON, NC
Past

April 30, 2002 - December 31, 2003

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/7/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SI
SOUTHEAST INVESTMENTS, N.C., INC.
SOUTHEAST INVESTMENTS N.A., INC. | SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035 / SEC#: , 8-50127

Florida
Registered Investment Advisory firm - SEC (11/7/2019 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (3/31/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (1/6/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/16/2015 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/21/2015 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
820 Tyvola Road-suite 104 Suite 104, Charlotte, NC 28217-3528
Mailing Address
820 Tyvola Road-suite 104, Charlotte, NC 28217
Phone number
(704) 527-7873
Established
North Carolina since 12/06/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BLACK, JONATHAN HARRISONPRESIDENT/CEO/CCO/FINOP4975641
PLEXICO, RONALD DAVID JRPRINCIPAL2122340

Disclosures


Regulatory Event3
Arbitration3

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


SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

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