Christopher M. Mccrea

VEST SECURITIES

Mclean, VA 22101

Some features on this profile are disabled

CRD#: 5558602

Professional summary

Christopher M Mccrea, CFA, who also goes by Christopher M Mccrea, Chris Mccrea, Christopher Michael Mccrea, is a registered financial professional currently at VEST SECURITIES, LLC located in Mclean, Virginia.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Christopher M Mccrea | Chris Mccrea | Christopher Michael Mccrea

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) - BD

Click below to view Christopher M Mccrea'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®

CFA

Chartered Financial Analyst

Experience

Current

October 6, 2024 - Present

VEST SECURITIES, LLC

Office #1: 8350 Broad Street Suite 240, Mclean, VA 22101

CRD#: 317379

Mclean, VA

Past

January 25, 2018 - October 1, 2024

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Denver, CO

Past

April 17, 2013 - March 29, 2016

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

October 6, 2011 - November 16, 2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

Past

February 21, 2011 - October 5, 2011

PRUCO SECURITIES, LLC.

CRD#: 5685

CENTENNIAL, CO

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(10/24/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 4/16/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/23/2018

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/4/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/18/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/12/2014

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/1/2014

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

VEST SECURITIES, LLC

CRD#: 317379 / SEC#: , 8-70829

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8350 Broad Street Suite 240, Mclean, VA 22101

Mailing Address

8350 Broad Street Suite 240, Mclean, VA 22101

Phone number

(855) 979-6060

Established

Delaware since 03/19/2021

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (19 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
VEST GROUP, INC.	SOLE MEMBER
BRANT, DAVID ROBERT	FINOP/PFO/POO	2718478
CHANG, JEFFERY YI-BING	PRESIDENT	5034993
PORTWOOD, WILLIAM BOYCE	CHIEF COMPLIANCE OFFICER	4853700
SOOD, KARAN	CHIEF EXECUTIVE OFFICER	5256243

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher M. Mccrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher M Mccrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

CURIAN CAPITAL, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/2013

Series 63

Date: 12/1/2011

SIE

Date: 10/1/2018

Series 3

Date: 8/23/2018

Series 7

Date: 6/4/2013

Series 6

Date: 2/18/2011

Series 24

Date: 5/12/2014

Series 26

Date: 3/1/2014

FINRA

Current Firm

VEST SECURITIES, LLC

Contact information

FINRA licenses (19 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

VEST SECURITIES, LLC

TRUST BUT VERIFY

Similar Advisors