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Christopher J. Cincera

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CRD#: 5921699
CC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher James Cincera, who also goes by Chris Cincera, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2011. Christopher had worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Cincera

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 7, 2017 - December 19, 2018

WAMBOLT & ASSOCIATES, LLC

RIA
CRD#: 153454
LITTLETON, CO
Past

March 6, 2015 - July 22, 2015

COBIZ WEALTH

RIA
CRD#: 125910
DENVER, CO
Past

October 18, 2013 - January 2, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
BRIDGEVILLE, PA
Past

October 7, 2013 - February 6, 2015

WALDRON PRIVATE WEALTH

RIA
CRD#: 131063
BRIDGEVILLE, PA
Past

October 19, 2012 - September 20, 2013

XML SECURITIES

BD
CRD#: 145589
BETHESDA, MD
Past

September 5, 2012 - September 20, 2013

XML SECURITIES

RIA
CRD#: 145589
FALLS CHURCH, VA
Past

June 16, 2011 - October 15, 2012

361 CAPITAL LLC

RIA
CRD#: 118203
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/5/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/31/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


W&
WAMBOLT & ASSOCIATES, LLC
W & A, LLC | WAMBOLT & ASSOCIATES, LLC | WAMBOLT & ASSOCIATES

CRD#: 153454 / SEC#: 801-71476

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Contact information


Main Address
13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
Mailing Address
Phone number
(720) 962-6700
Established
Firm type
Fiscal year end
# of Employees
13

Documents


Latest Form ADV

Part 2 Brochures

ADV 2A: FIRM BROCHURE (3/24/2025)

Regulatory assets under management


Total Number of Accounts1,898
AUM (Assets Under Management)$ 586,818,207

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


WAMBOLT & ASSOCIATES, LLC

CRD#: 153454

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