Andrew M. Christakos

WESTFIELD WEALTH MANAGEMENT

Cranford, NJ 07016

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CRD#: 5943206

Professional summary

Andrew Michael Christakos, AIF®, CFP® is a registered financial advisor currently at WESTFIELD WEALTH MANAGEMENT, LLC located in Cranford, New Jersey.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Small Business Planning

Estate Planning

Divorce Planning

Tax Planning

Investment Planning

Insurance Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

AUM

Business Owners

Entrepreneurs

Investment Advice with Ongoing...

What is your minimum asset requirement?

250K

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) CHRISTAKOS & CO., PC - ACCOUNTANT - ACCOUNTING FIRM - SINCE 04/2015 - WESTFIELD,NJ - INVESTMENT RELATED---- 2) CHRISTAKOS FINANCIAL GROUP DBA MARKETING - ACCOUNTANT - INSURANCE AND FINANCIAL SERVICES - SINCE 04/2015 - WESTFIELD,NJ - INVESTMENT RELATED----

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Christakos'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 29, 2016 - Present

WESTFIELD WEALTH MANAGEMENT, LLC

Office #1: 200 South Avenue East Suite 303, Cranford, NJ 07016

RIA

CRD#: 125421

Cranford, NJ

Past

May 12, 2015 - December 31, 2015

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

WESTFIELD, NJ

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

New Jersey
(9/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/12/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WESTFIELD WEALTH MANAGEMENT, LLC

CHRISTAKOS FINANCIAL GROUP, LLC | WESTFIELD WEALTH MANAGEMENT, LLC

CRD#: 125421 / SEC#: 801-62753

RIA

Registered Investment Advisory firm - (5/25/2005 Terminated)

New Jersey

Registered Investment Advisory firm - (3/5/2003 Approved)

Texas

Registered Investment Advisory firm - (4/3/2015 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

200 South Avenue East Suite 303, Cranford, NJ 07016

Mailing Address

Phone number

(908) 654-4784

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 88,976,994

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.

Contact information

(xxx) xxx-xxxx

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Andrew M. Christakos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Christakos's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTFIELD WEALTH MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2016

Series 63

Date: 5/22/2015

SIE

Date: 12/31/2015

Series 6

Date: 5/12/2015

Current Firm

WESTFIELD WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTFIELD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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