CG
Christopher J. Gatsch
ONESEVEN
Yardley, PA
Some features on this profile are disabled
CRD#: 5738552
CG
Professional summary
Christopher James Gatsch, who also goes by Christopher James Gatsch, Christopher Gatsch, Christopher J Gatsch, is a registered financial advisor currently at ONESEVEN located in Yardley, Pennsylvania and STONEHAVEN, LLC located in New York, New York.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Christopher has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher James Gatsch | Christopher Gatsch | Christopher J Gatsch
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.
(1) ONESEVEN - Investment Related - IAR - I serve as an Investment Advisor Representative with OneSeven, where I provide financial advice and investment management services to clients under my Series 65 license. Approximately 160 hours/month (2) Alta Vera Securities d/b/a SH Summit, Inc. - Investment Related - Founder - sourcing and selling suitable private investment offerings to qualified investors - approx 80 hours/month
CRS (Client Relationship Summary) - RIA
Click below to view Christopher James Gatsch'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®
NoneExperience
Current
April 18, 2022 - Present
ONESEVEN
RIA
CRD#: 283087
Yardley, PA
Current
October 24, 2025 - Present
STONEHAVEN, LLC
Office #1: 600 Fifth Avenue Second Floor, New York, NY 10020BD
CRD#: 118913
NEW YORK, NY
Past
November 13, 2019 - April 16, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Spring House, PA
Past
November 4, 2019 - April 16, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Spring House, PA
Past
March 7, 2016 - October 16, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PRINCETON, NJ
Past
March 4, 2016 - October 16, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PRINCETON, NJ
Past
January 7, 2015 - November 2, 2015
RESOURCE SECURITIES LLC
BD
CRD#: 133022
PHILADELPHIA, PA
Past
July 17, 2014 - December 9, 2014
AEGIS CAPITAL CORP.
RIA
CRD#: 15007
NEW YORK, NY
Past
July 8, 2014 - December 9, 2014
AEGIS CAPITAL CORP.
BD
CRD#: 15007
NEW YORK, NY
Past
January 15, 2013 - July 15, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
June 26, 2012 - July 15, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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".
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
Registered Investment Advisory firm - (5/16/2016 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
Pennsylvania(4/18/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
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Contact information
Main Address
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122
Mailing Address
Phone number
(216) 865-1700
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,846 |
| AUM (Assets Under Management) | $ 4,848,322,209 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2024 |
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.
