CW
Christopher S. Wilde
GLASS WEALTH MANAGEMENT CO.
SAN ANTONIO, TX 78209-1544
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CRD#: 5844082
CW
Professional summary
Christopher Smyth Wilde, who also goes by Chris Wilde, is a registered financial advisor currently at GLASS WEALTH MANAGEMENT CO., LLC located in San Antonio, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 2 firms and has passed the Series 65, Series 63 and Series 79 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Wilde
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.
A.Christopher S. Wilde-Vice President of SBW Management, Inc. is a non-investment management entity started November 2015 serving as general partner for 3BRT Investments, LP. Mr. Wilde spends approximately twenty hours on matters associated with this entity. The Business address is 1020 NE Loop 410, Suite 802, San Antonio, TX 78209. B. Christopher Wilde-Vice President of Fredericksburg Development,Inc. is a non-investment management entity started December of 2017. Mr. Wilde spends approximately twenty hours on matters associated with this entity. The Business address is 1020 NE Loop 410, Suite 802, San Antonio, TX 78209. C. Christopher S. Wilde-managing Member of LCJ, Group LLC-non-investment related real estate (warehouse) started September of 2008. Mr. Wilde spends approximately 5 hours per month on matters associated with this entity. Business address 301 Tomahawk Trl., San Antonio, TX 78232 .
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Smyth Wilde'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
December 9, 2015 - Present
GLASS WEALTH MANAGEMENT CO., LLC
Office #1: 1020 Ne Loop 410 Suite 802, San Antonio, TX 78209-1544RIA
CRD#: 114097
SAN ANTONIO, TX
Past
December 2, 2010 - July 2, 2012
ERNST & YOUNG CAPITAL ADVISORS, LLC
BD
CRD#: 152514
CHARLOTTE, NC
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".
GW
GLASS WEALTH MANAGEMENT CO., LLC
GLASS MANAGEMENT COMPANY | GLASS WEALTH MANAGEMENT CO., LLC | GLASS WEALTH MANAGEMENT CO.
CRD#: 114097 / SEC#: 801-112949
RIA
Registered Investment Advisory firm - (4/26/2018 Approved)Louisiana
Registered Investment Advisory firm - (3/25/2022 Terminated)Texas
Registered Investment Advisory firm - (5/1/2018 Terminated)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
Texas(12/9/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
GW
GLASS WEALTH MANAGEMENT CO., LLC
GLASS MANAGEMENT COMPANY | GLASS WEALTH MANAGEMENT CO., LLC | GLASS WEALTH MANAGEMENT CO.
CRD#: 114097 / SEC#: 801-112949
RIA
Registered Investment Advisory firm - (4/26/2018 Approved)Louisiana
Registered Investment Advisory firm - (3/25/2022 Terminated)Texas
Registered Investment Advisory firm - (5/1/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1020 Ne Loop 410 Suite 802, San Antonio, TX 78209-1544
Mailing Address
Phone number
(210) 930-5141
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 251,596,767 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
