Christie P. Hedges

ATWATER WEALTH MANAGEMENT

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 6228218

Professional summary

Christie Patenaude Hedges, CFP® is a registered financial advisor currently at ATWATER WEALTH MANAGEMENT, INC. located in Boston, Massachusetts.

Christie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christie has worked at 2 firms .

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christie Patenaude Hedges'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: 2013

Experience

Current

January 17, 2019 - Present

ATWATER WEALTH MANAGEMENT, INC.

Office #1: 176 Federal Street 5th Floor, Boston, MA 02110

RIA

CRD#: 172749

BOSTON, MA

Past

August 20, 2013 - November 13, 2015

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

BOSTON, MA

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".

ATWATER WEALTH MANAGEMENT, INC.

ATWATER WEALTH MANAGEMENT | ATWATER WEALTH MANAGEMENT, INC.

CRD#: 172749 / SEC#: 801-113808

RIA

Registered Investment Advisory firm - (8/10/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (8/14/2018 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/17/2019)

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

Current Firm

ATWATER WEALTH MANAGEMENT, INC.

ATWATER WEALTH MANAGEMENT | ATWATER WEALTH MANAGEMENT, INC.

CRD#: 172749 / SEC#: 801-113808

RIA

Registered Investment Advisory firm - (8/10/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (8/14/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

176 Federal Street 5th Floor, Boston, MA 02110

Mailing Address

Phone number

(617) 723-1439

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATWATER 2025 AMENDED FORM ADV PART 2A (3/13/2025)

ATWATER 2025 ANNUAL WRAP BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 221,978,240

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christie P. Hedges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christie Patenaude Hedges's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATWATER WEALTH MANAGEMENT, INC.

MODERA WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ATWATER WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

ATWATER WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATWATER WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors