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Christopher Ryan Thomas

Christopher Ryan Thomas

CFP®
FARTHER
Wilmington, NC
·CRD# 5715211·13 years registered

Professional Summary

Christopher Ryan Thomas, CFP®, who also goes by Ryan Thomas, is a registered financial advisor currently at FARTHER located in Wilmington, North Carolina. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Thomas

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2022

Years of Experience

13 years registered in the securities industry

Current & Past Employments

Current

FARTHERCurrent·CRD# 302050
RIA
3945 Market St, Wilmington, NC 28403
March 24, 2026 - Present

Past

AURORA SECURITIESPast·CRD# 46147
BD
Wilmimgton, NC
August 6, 2025 - June 1, 2026
ZERMATT WEALTH PARTNERSPast·CRD# 105736
RIA
Wilmington, NC
June 5, 2025 - April 2, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Past·CRD# 134139
RIA
Wilmington, NC
April 18, 2016 - June 11, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Wilmington, NC
April 18, 2016 - June 11, 2025
TRANSAMERICA FINANCIAL ADVISORS, LLCPast·CRD# 16164
RIA
Raleigh, NC
March 19, 2015 - April 28, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLCPast·CRD# 16164
BD
Raleigh, NC
October 9, 2013 - April 28, 2016

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Current Firm

FA
FARTHER

BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - SEC (7/19/2019 Approved)

Contact Information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Phone Number

(628) 246-8004

# of Employees

571

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

44,421

AUM (Assets Under Management)

$16,010,112,152

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. Residential Real Estate Rentals, 603 John S Mosby Dr, Wilmington, NC 28412, NC, Residential Real Estate Rentals, 100 owner, Start Date 8/1/2025. 5 HR/WK outside of office - 5 HR/WK/TRADING. 2. Independent Insurance Agent; not investment-related; started 03/2004; approximately 7 hours per month, 2 hours during securities trading hours.

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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".
FA
FARTHER

BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - SEC (7/19/2019 Approved)

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.
IAR
North Carolina
(3/24/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Thomas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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