Christopher J. Wood
WOOD WEALTH GROUP
Charlestown, MA 02129
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CRD#: 5754992
Professional summary
Christopher Joseph Wood, CFP® is a registered financial advisor currently at WOOD WEALTH GROUP, LLC located in Charlestown, Massachusetts.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1) PROPERTY MANAGEMENT AND RENTALS; INVESTMENT RELATED - NO; DBA NAME: ADPM, INC.; POSITION HELD: PROPRIETOR/OWNER; ADDRESS: 77R MAIN STREET, AMESBURY, MA 01913; START DT: 11/1/2019; NATURE OF ACTIVITY: PROPERTY MANANGEMENT AND RENTAL PROPERTY OWNER; APPROX HRS PER MTH: LESS THAN 10 HRS ;APPROX TRADING HRS PER MTH: LESS THAN 10 HRS; DESCRIPTION OF DUTIES: COLLECT RENTS AND MANAGE PROPERTIES. 2). East Coast Insurance Providers, LLC; 529 Main Street, Suite 200, Charlestown, MA 02129; Not investment related; Property and Casualty Ins; Owner; 12/20/2017-Present; 5 Hours/month (0 during securities trading hours); Selling and servicing property and casualty insurance. 3) RJR Holdings dba Moriarty Management Company 4) CGI Capital LLC dba RedLine Gear Cleaning; Partner; Non Investment Related; Location: 13326 SW 26th Street Davie Florida 33325; Description of the business: First responder gear cleaning service.; Responsibilities Duties: Manage operations; Start date: 2024-10-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Joseph Wood'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: 2017
Experience
Current
February 9, 2024 - Present
WOOD WEALTH GROUP, LLC
Office #1: 529 Main Street Suite P200, Charlestown, MA 02129RIA
CRD#: 327286
Charlestown, MA
Past
January 14, 2020 - July 27, 2023
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Charlestown, MA
Past
January 14, 2020 - July 27, 2023
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Charlestown, MA
Past
February 23, 2015 - January 24, 2020
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
WAKEFIELD, MA
Past
January 2, 2015 - January 24, 2020
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
WAKEFIELD, MA
Past
July 29, 2010 - January 14, 2015
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WALTHAM, MA
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
Florida(6/9/2025)
IAR
Massachusetts(2/9/2024)
IAR
Michigan(5/30/2025)
IAR
New Hampshire(3/20/2024)
IAR
Texas(2/26/2024)
IAR
Wyoming(3/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WOOD WEALTH GROUP, LLC
WOOD WEALTH GROUP, LLC
CRD#: 327286 / SEC#:
Florida
Registered Investment Advisory firm - (6/9/2025 Approved)Massachusetts
Registered Investment Advisory firm - (2/9/2024 Approved)Michigan
Registered Investment Advisory firm - (5/28/2025 Approved)New Hampshire
Registered Investment Advisory firm - (3/20/2024 Approved)Texas
Registered Investment Advisory firm - (2/26/2024 Conditional Restricted)Wyoming
Registered Investment Advisory firm - (3/7/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
529 Main Street Suite P200, Charlestown, MA 02129
Mailing Address
Phone number
(617) 546-9949
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 36,339,441 |
Red Flags
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Company Information
WOOD WEALTH GROUP, LLC
CRD#: 327286Charlestown, MA 02129TRUST BUT VERIFY
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