Christopher S. Teofilak
Professional summary
Christopher Scott Teofilak, CFP®, who also goes by Christopher S. Teofilak, Chris Teofilak, is a registered financial advisor currently at CLEAR WEALTH MANAGEMENT located in Lynnwood, Washington.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Scott Teofilak's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
August 17, 2017 - Present
CLEAR WEALTH MANAGEMENT
October 8, 2015 - October 2, 2017
NORTHWEST ASSET MANAGEMENT
August 27, 2010 - October 8, 2015
STRATEGIC ADVISERS LLC
October 3, 2006 - October 5, 2015
FIDELITY BROKERAGE SERVICES LLC
October 13, 2005 - August 4, 2006
FIS BROKERAGE & SECURITIES SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/11/2021)
(9/21/2017)
(8/17/2017)
Exams
Current Firm
CLEAR WEALTH MANAGEMENT
CRD#: 289532 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 348 |
| AUM (Assets Under Management) | $ 101,785,000 |
Red Flags
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