Christian Timothy Stearns, CFP | Financial Professional | Fort Myers, Florida

Professional summary

Christian Timothy Stearns, CFP®, who also goes by Christian Timothy Stearns, Christian Timnothy Stearns, is a registered financial advisor currently at COOPER MCMANUS located in Fort Myers, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fort Myers, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Christian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Christian Timothy Stearns | Christian Timnothy Stearns

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. CHRISTIAN STEARNS, INDEPENDENT INSURANCE AGENT, 2740 Oak Ridge Court, Suite 304, Fort Myers FL 33901, 08/2019. FOR VARIOUS INDEPENDENT INSRUANCE COMPANIES. INV REL, 40 HR/MO - 20 HR/MO Trading. 2. NARFE CHAPTER 1263, 2510 WEST JETTON AVE, TAMPA, FL, 12/2014. PRESIDENT/BOARD MEMBER. NIR-4/MO-2/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 08/07/19. 4. BAHAI'S OF CAPE CORAL, 4507 SE 10TH AVE, CAPE CORAL, FL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 06/01/20, TREASURER, 2/MO- 0/TRADING 5. Conte Wealth Advisors, 2740 Oak Ridge Court, Suite 304, Fort Myers FL 33901, United States, 01/01/2022, Advisor, Using a Trade Name/dba, NIR, 40 HR/MO - 10 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Timothy Stearns's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 7, 2026 - Present

COOPER MCMANUS

Office #1: 2740 Oak Ridge Court Suite 304, Fort Myers, FL 33901

RIA

CRD#: 111458

Fort Myers, FL

Current

August 1, 2019 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 2740 Oak Ridge Ct. Unit 304, Fort Myers, FL 33901

BD

CRD#: 39543

Fort Myers, FL

Past

August 7, 2019 - August 14, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Fort Myers, FL

Past

December 15, 2015 - August 15, 2019

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

August 23, 2013 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

Cape Coral, FL

Past

July 19, 2013 - August 15, 2019

FIRST COMMAND BROKERAGE SERVICES, INC.

BD

CRD#: 3641

Cape Coral, FL

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".

CM

COOPER MCMANUS

CRD#: 111458 / SEC#: 801-61944

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

California

Registered Investment Advisory firm - (4/9/2003 Terminated)

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).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

California
(1/2/2026)

RR

Florida
(8/1/2019)

IAR

Florida
(8/7/2026)

RR

Georgia
(8/1/2019)

RR

Maryland
(1/4/2021)

RR

New York
(8/1/2019)

RR

Ohio
(8/1/2019)

RR

South Carolina
(1/2/2026)

RR

Texas
(1/4/2021)

IAR

Texas
(8/7/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 8/22/2013

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/19/2013

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

CM

COOPER MCMANUS

CRD#: 111458 / SEC#: 801-61944

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

California

Registered Investment Advisory firm - (4/9/2003 Terminated)

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

9870 Research Drive, Irvine, CA 92618

Mailing Address

Phone number

(800) 516-5333

Established

Firm type

Fiscal year end

# of Employees

52

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COOPER MCMANUS ADV PART 2A (5/20/2025)

COOPER MCMANUS ADV PART 2A APPENDIX 1 (2/10/2025)

Regulatory assets under management

Total Number of Accounts	6,372
AUM (Assets Under Management)	$ 2,560,714,584

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.

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Advisor Monitoring

Firm Stability Insights

Christian T. Stearns

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Timothy Stearns's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

COOPER MCMANUS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2013

FINRA

Current Firm

COOPER MCMANUS

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COOPER MCMANUS

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