CT
Christopher S. Tomolonis
WOODSTOCK WEALTH MANAGEMENT
Jersey City, NJ 07302
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CRD#: 4539371
CT
Professional summary
Christopher Scott Tomolonis is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Jersey City, New Jersey.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
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. TOMOLONIS FINANCIAL, LLC: INVESTMENT RELATED; 95 CHRISTOPHER COLUMBUS DRIVE, 16TH FLOOR, JERSEY CITY, NJ 07302; PAY EXPENSES FOR 1099 INCOME FOR INSURANCE CARRIERS AND ADVISORY BUSINESS THROUGH WOODSTOCK WEALTH MANAGEMENT INC. OFFICE; WEALTH ADVISOR; STARTED 08/2014; DEVOTES APPROXIMATE 2 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE NON SECURITIES INSURANCE AGENT FOR VARIOUS CARRIERS AND CONDUCTING ADVISORY BUSINESS THROUGH WOODSTOCK WEALTH MANAGEMEMT, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Scott Tomolonis'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
June 28, 2018 - Present
WOODSTOCK WEALTH MANAGEMENT, INC.
Office #1: 95 Christopher Columbus Drive Suite 16-11, Jersey City, NJ 07302RIA
CRD#: 283472
Jersey City, NJ
Past
August 18, 2014 - November 9, 2018
WOODSTOCK FINANCIAL GROUP, INC.
RIA
CRD#: 38095
Jersey City, NJ
Past
August 15, 2014 - November 9, 2018
WOODSTOCK FINANCIAL GROUP, INC.
BD
CRD#: 38095
Jersey City, NJ
Past
February 24, 2014 - August 18, 2014
WORLD INVESTMENTS, LLC
RIA
CRD#: 20626
LINCROFT, NJ
Past
January 14, 2014 - August 18, 2014
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
LINCROFT, NJ
Past
April 14, 2003 - February 6, 2014
E1 ASSET MANAGEMENT, INC.
BD
CRD#: 46872
NEW YORK, NY
Past
August 6, 2002 - April 9, 2003
PHD CAPITAL
BD
CRD#: 38785
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".
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
Registered Investment Advisory firm - (3/30/2018 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
New Jersey(6/28/2018)
IAR
Texas(10/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 River Park North Drive, Woodstock, GA 30188
Mailing Address
Phone number
(800) 279-4468
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,834 |
| AUM (Assets Under Management) | $ 629,939,767 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
