Christopher F. Weil

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CRD#: 461585

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 Francis Weil, who also goes by Kit Weil, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1969. Christopher had worked at 9 firms and has passed the Series 63, SIE, F04 and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kit Weil

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.

I own CWC ASSET ADVISORS, INC., (CWCAA) which IS A NON INVESTMENT RELATED firm that ACTS AS A CORPORATE GENERAL PARTNER AND/OR MANAGING MEMBER OF SEVERAL PRIVATE PLACEMENT LIMITED PARTNERSHIPS AND/OR LIMITED LIABILITY COMPANIES. I BECAME AFFILIATED WITH CWCAA IN 2000 AND BECAME THE DIRECTOR ON THAT DATE. WHILE I SPEND VARIOUS AMOUNTS OF TIME, ALL CONCURRENT WITH MY WORK WITH CWC, AS NEEDED MANAGING DAY TO DAY OPERATIONS OF THE VARIOUS ENTITIES, I ESTIMATE THAT I SPEND less than 5% OF MY TIME RELATED TO CWCAA ACTIVITIES DURING TRADING HOURS. I own 82.5% of STORAGE MANAGERS, INC (SMI) which ACTS AS A CORPORATE GENERAL PARTNER OF SEVERAL PRIVATE PLACEMENT LIMITED PARTNERSHIPS. I BECAME AFFILIATED WITH SMI IN 1989 AND BECAME THE PRESIDENT ON THAT DATE. WHILE I SPEND VARIOUS AMOUNTS OF TIME, ALL CONCURRENT WITH MY WORK WITH CWC, AS NEEDED MANAGING DAY TO DAY OPERATIONS OF THE VARIOUS ENTITIES, I ESTIMATE THAT I SPEND less than 2% OF MY TIME RELATED TO SMI ACTIVITIES DURING TRADING HOURS.

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

December 16, 2005 - April 9, 2025

CHRISTOPHER WEIL & COMPANY, INC.

RIA

CRD#: 22090

SAN DIEGO, CA

Past

August 31, 1990 - November 30, 2015

CHRISTOPHER WEIL & COMPANY, INC.

CRD#: 22090

SAN DIEGO, CA

Past

November 19, 1989 - August 23, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 10, 1989 - October 4, 1989

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 3, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 24, 1986 - June 17, 1986

FINANCIAL WEST GROUP

CRD#: 16668

Past

April 23, 1984 - October 12, 1984

PSI SECURITIES CORPORATION

CRD#: 10322

Past

October 19, 1973 - November 3, 1988

CHRISTOPHER WEIL & COMPANY, INC

CRD#: 6566

Past

September 12, 1972 - March 28, 1974

ILG SECURITIES CORPORATION

CRD#: 422

Past

April 21, 1971 - September 8, 1973

UNIVERSAL HERITAGE INVESTMENTS CORPORATION

CRD#: 32

Past

November 18, 1969 - April 20, 1972

INVESTMENT MARKETING, INC.

CRD#: 2322

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".

CHRISTOPHER WEIL & COMPANY, INC.

CHRISTOPHER WEIL & CO INC | THE WEIL COMPANY | ELL-CAP SECURITIES, INC | CHRISTOPHER WEIL & COMPANY, INC.

CRD#: 22090 / SEC#: 801-42757, 8-39523

RIA

Registered Investment Advisory firm - SEC (11/25/1992 Approved)

Terminated by SEC on 11/29/2015

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.

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

Series 63

Date: 3/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/30/2015

Securities Industry Essentials Examination

Principal/Supervisory Exam

F04

Date: 9/17/1973

Financial Principal Examination

Principal/Supervisory Exam

Series 00

Date: 4/29/1968

General Securities Principal Examination

Current Firm

CHRISTOPHER WEIL & COMPANY, INC.

CHRISTOPHER WEIL & CO INC | THE WEIL COMPANY | ELL-CAP SECURITIES, INC | CHRISTOPHER WEIL & COMPANY, INC.

CRD#: 22090 / SEC#: 801-42757, 8-39523

RIA

Registered Investment Advisory firm - SEC (11/25/1992 Approved)

Terminated by SEC on 11/29/2015

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Contact information

Main Address

11236 El Camino Real Suite 200, San Diego, CA 92130

Mailing Address

Phone number

(858) 724-6040

Established

California since 03/04/1988

Firm type

Corporation

Fiscal year end

September

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (BROCHURE) (5/6/2025)

Direct owners and executive officers

Name	Position	CRD#
CW-CW 2009 IRREVOCABLE TRUST	OWNER
CW-KW 2009 IRREVOCABLE TRUST	OWNER
CW-MW 2009 IRREVOCABLE TRUST	OWNER
PW-CW 2009 IRREVOCABLE TRUST	OWNER
PW-KW 2009 IRREVOCABLE TRUST	OWNER
PW-MW 2009 IRREVOCABLE TRUST	OWNER
GORDON, LAURA THERESA	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	1370406
WEIL, CHRISTOPHER FRANCIS	CHAIRMAN, TREASURER	461585
WELLS, JOHN VIANNEY	PRESIDENT & CEO, COMPLIANCE OFFICER CORPORATE: SECRETARY	2139802

Regulatory assets under management

Total Number of Accounts	1,515
AUM (Assets Under Management)	$ 823,560,128

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/20/2025	Cover Page	Report
02/26/2024	Cover Page	Report
04/06/2023	Cover Page	Report

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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Firm Stability Insights

Christopher F. Weil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CHRISTOPHER WEIL & COMPANY, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

FINANCIAL WEST GROUP

PSI SECURITIES CORPORATION

CHRISTOPHER WEIL & COMPANY, INC

ILG SECURITIES CORPORATION

UNIVERSAL HERITAGE INVESTMENTS CORPORATION

INVESTMENT MARKETING, INC.

Primary Firm SEC Registration

CHRISTOPHER WEIL & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/1992

SIE

Date: 11/30/2015

F04

Date: 9/17/1973

Series 00

Date: 4/29/1968

Current Firm

CHRISTOPHER WEIL & COMPANY, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

CHRISTOPHER WEIL & COMPANY, INC.

TRUST BUT VERIFY

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