Christopher J. Wilmott

CW F-OFFICE LLC

Brookline, MA

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CRD#: 5117496

Professional summary

Christopher John Wilmott is a registered financial advisor currently at CW F-OFFICE LLC located in Brookline, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Wilmott'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®

None

Experience

Current

November 7, 2023 - Present

CW F-OFFICE LLC

RIA

CRD#: 327924

Brookline, MA

Past

April 24, 2012 - July 12, 2018

WILLIAM BLAIR

CRD#: 1252

BOSTON, MA

Past

August 11, 2008 - February 24, 2012

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

NEW YORK, NY

Past

November 27, 2006 - August 11, 2008

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

April 14, 2006 - December 19, 2006

MASSIE CAPITAL, LTD.

CRD#: 41450

FLOWERMOUNT, TX

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

Massachusetts
(11/7/2023)

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

IAR

Series 65

Date: 7/14/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/29/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/2006

General Securities Representative Examination

Current Firm

CW F-OFFICE LLC

CRD#: 327924 / SEC#:

Massachusetts

Registered Investment Advisory firm - (11/7/2023 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(617) 430-7689

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher J. Wilmott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Wilmott's CRS (Customer Relationship Summary).

Certified licenses

Experience

CW F-OFFICE LLC

WILLIAM BLAIR

B. RILEY WEALTH MANAGEMENT

CANTOR FITZGERALD & CO.

MASSIE CAPITAL, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2023

Series 66

Date: 8/29/2006

SIE

Date: 7/12/2018

Series 7

Date: 4/13/2006

Current Firm

CW F-OFFICE LLC

Contact information

Documents

Red Flags

Company Information

CW F-OFFICE LLC

TRUST BUT VERIFY

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