Christopher N. Gacom
Professional summary
Christopher Nicholas Gacom, who also goes by Christopher N Gacom, is a registered financial advisor currently at GREENLINE WEALTH MANAGEMENT located in Boca Raton, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Nicholas Gacom's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 14, 2018 - Present
GREENLINE WEALTH MANAGEMENT
Office #1: 301 Yamato Road Suite 3151, Boca Raton, FL 33431July 28, 2017 - July 25, 2018
ADP BROKER-DEALER, INC.
June 21, 2013 - June 5, 2017
CAPITAL CLIENT GROUP, INC.
June 8, 2012 - June 5, 2017
CAPITAL CLIENT GROUP, INC.
May 9, 2011 - May 25, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2024)
(9/17/2018)
(8/14/2018)
(9/23/2024)
(1/24/2025)
(10/21/2021)
(7/9/2024)
(7/22/2024)
(7/2/2024)
Exams
Current Firm
GREENLINE WEALTH MANAGEMENT
CRD#: 298397 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 299 |
| AUM (Assets Under Management) | $ 77,755,922 |
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
GREENLINE WEALTH MANAGEMENT
CRD#: 298397Boca Raton, FL 33431TRUST BUT VERIFY
Monitor Christopher Gacom
Get automatic monthly alerts on:
