Christopher R. Mullis
NORTHSTAR CAPITAL ADVISORS
Charlotte, NC
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CRD#: 5666042
Professional summary
Christopher Robinson Mullis, CFP® is a registered financial advisor currently at NORTHSTAR CAPITAL ADVISORS LLC located in Charlotte, North Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Divorce Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
Dr. Chris is a native Charlottean. He lives in the Queen City with his wife Rita and two children. When he’s not busy being a father, Chris volunteers with science outreach. He enjoys giving public lectures, visiting schools, and organizing hands-on demonstrations to promote awareness and understanding of science.
Communities:
Providence Day School, Board of Trustees (Chair 2018-2021; Trustee 2014-2021)
Pisgah Astronomical Research Institute, Board of Directors (2016-2020)
CAAC Stewardship Foundation, Endowment Fund Manager (2020-present)
Education:
University of Hawai’i, M.S. (Astronomy; 1996) and Ph.D. (Astronomy; 2001)
University of Virginia, B.A. with Highest Distinction (Physics & Astronomy; 1994)
Question & Answer
What are your service offerings?
Retirement Planning
Social Security Planning
Insurance Planning
Divorce Planning
Tax Planning
Education Planning
Comprehensive Financial Planni...
Retirement Income Management
Estate Planning
Investment Planning
What is your minimum asset requirement?
1M
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robinson Mullis'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®
CFP®
Start date: 2022
Experience
Current
October 5, 2013 - Present
NORTHSTAR CAPITAL ADVISORS LLC
RIA
CRD#: 150004
Charlotte, NC
Past
June 4, 2009 - August 31, 2010
NORTHSTAR CAPITAL ADVISORS LLC
RIA
CRD#: 150004
CHARLOTTE, NC
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
Alabama(10/5/2013)
IAR
North Carolina(10/5/2013)
Current Firm
NORTHSTAR CAPITAL ADVISORS LLC
HER FRESH START | UNIVERSITYFI | NORTHSTAR CAPITAL ADVISORS, LLC | NORTHSTAR CAPITAL ADVISORS LLC | NAME 909
CRD#: 150004 / SEC#:
Alabama
Registered Investment Advisory firm - (10/14/2009 Approved)North Carolina
Registered Investment Advisory firm - (6/4/2009 Approved)PREMIUM
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Contact information
Main Address
Charlotte, NC
Mailing Address
521 East Blvd, Charlotte, NC 28203
Phone number
(704) 350-5028
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 42,405,936 |
Red Flags
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