AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CG

Christopher M. Galeski

MORTON WEALTH
Calabasas, CA 91301
Some features on this profile are disabled
CRD#: 5727781
CG

Professional summary

Christopher Michael Galeski is a registered financial advisor currently at MORTON WEALTH located in Calabasas, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 4 firms and has passed the Series 66, SIE, Series 31 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 Michael Galeski's CRS (Customer Relationship Summary).
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

April 10, 2018 - Present

MORTON WEALTH

Office #1: 27200 Agoura Road Suite 200, Calabasas, CA 91301
RIA
CRD#: 141250
Calabasas, CA
Past

November 23, 2011 - February 27, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BURBANK, CA
Past

November 11, 2011 - February 27, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BURBANK, CA
Past

February 25, 2010 - October 26, 2011

MORGAN STANLEY

RIA
CRD#: 149777
LOS ANGELES, CA
Past

December 17, 2009 - October 26, 2011

MORGAN STANLEY

BD
CRD#: 149777
LOS ANGELES, CA

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".
MW
MORTON WEALTH
MCM, INC. | MORTON WEALTH | MORTON CORE SERVICES | MORTON CAPITAL MANAGEMENT, LLC | MORTON CAPITAL MANAGEMENT

CRD#: 141250 / SEC#: 801-67025

RIA
Registered Investment Advisory firm - (7/1/2006 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.

Highlighted states indicate IAR registrations

IAR
California
(4/10/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/18/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/6/2011
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2009
General Securities Representative Examination

Current Firm

MW
MORTON WEALTH
MCM, INC. | MORTON WEALTH | MORTON CORE SERVICES | MORTON CAPITAL MANAGEMENT, LLC | MORTON CAPITAL MANAGEMENT

CRD#: 141250 / SEC#: 801-67025

RIA
Registered Investment Advisory firm - (7/1/2006 Approved)
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
27200 Agoura Road Suite 200, Calabasas, CA 91301
Mailing Address
Phone number
(818) 222-4727
Established
Firm type
Fiscal year end
# of Employees
57

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MORTON CAPITAL BROCHURE MAY 2020 (5/15/2025)

Regulatory assets under management

Total Number of Accounts3,622
AUM (Assets Under Management)$ 2,956,328,474

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/31/2025
Cover Page
Report
10/30/2023
Cover Page
Report
06/21/2023
Cover Page
Report
02/14/2023
Cover Page
Report
11/28/2022
Cover Page
Report

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.

Company Information

MORTON WEALTH

CRD#: 141250Calabasas, CA 91301

TRUST BUT VERIFY

Monitor Christopher Galeski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Hatem Ben Dhiab
Hatem DhiabAdvisorCheck Check Mark
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
IAR
SANTA MONICA, CA
SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
Camarillo, CA
TM
Tania MansouriAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Encino, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.