Christopher E. Malsam

ADVISOR LOGISTICS

Aberdeen, SD

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CRD#: 6304183

Professional summary

Christopher Edward Malsam is a registered financial advisor currently at ADVISOR LOGISTICS, LLC located in Aberdeen, South Dakota.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 7TO and SIE exams.

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 Christopher Edward Malsam'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®

None

Experience

Current

March 31, 2026 - Present

ADVISOR LOGISTICS, LLC

RIA

CRD#: 292784

Aberdeen, SD

Past

January 17, 2023 - September 24, 2025

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

January 28, 2022 - September 24, 2025

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

July 17, 2020 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

OMAHA, NE

Past

November 14, 2019 - March 24, 2020

CRAIG-HALLUM CAPITAL GROUP LLC

CRD#: 121395

MINNEAPOLIS, MN

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".

ADVISOR LOGISTICS, LLC

CRD#: 292784 / SEC#: 801-112585

RIA

Registered Investment Advisory firm - (3/9/2018 Approved)

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

South Dakota
(3/31/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/16/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 2/28/2020

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7TO

Date: 11/14/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/20/2019

Securities Industry Essentials Examination

Current Firm

ADVISOR LOGISTICS, LLC

CRD#: 292784 / SEC#: 801-112585

RIA

Registered Investment Advisory firm - (3/9/2018 Approved)

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Contact information

Main Address

1415 E Blanco Rd Suite 8, Boerne, TX 78006

Mailing Address

Phone number

(210) 346-8321

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

2026-03-20 ADVISOR LOGISTICS FORM ADV PART 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts	28,000
AUM (Assets Under Management)	$ 6,289,000,000

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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Firm Stability Insights

Christopher E. Malsam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Edward Malsam's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISOR LOGISTICS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL SECURITIES, LLC

ORION PORTFOLIO SOLUTIONS, LLC

CRAIG-HALLUM CAPITAL GROUP LLC

Primary Firm SEC Registration

ADVISOR LOGISTICS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2020

Series 63

Date: 12/3/2019

Series 87

Date: 2/28/2020

Series 7TO

Date: 11/14/2019

SIE

Date: 9/20/2019

Current Firm

ADVISOR LOGISTICS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR LOGISTICS, LLC

TRUST BUT VERIFY

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