Christopher B. Buckley

SCHWAB WEALTH ADVISORY | Planning Consultant

Tysons Corner, VA 22102

Some features on this profile are disabled

CRD#: 6474017

Professional summary

Christopher Brian Buckley, CFP®, who also goes by Christopher B Buckley, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Tysons Corner, Virginia and CHARLES SCHWAB & CO., INC. located in Tysons Corner, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Christopher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I partner with my clients and their families to develop and implement sound financial plans designed to work towards their goals.Together with my team, our goal is to collaborate with our clients to move towards creating financial security and comfort by fully understanding their needs and what is most important to them.

Question & Answer

What are your service offerings?

Inheritance

Retirement Income Management

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

Education Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Christopher B Buckley

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 Brian Buckley'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: 2016

Education

East Carolina University

Bachelor of Business Administration - Marketing - Customer Relationship Management

2013

Experience

Current

March 19, 2024 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 1650 Tysons Blvd Suite #150 & #180, Tysons Corner, VA 22102

RIA

CRD#: 159035

Tysons Corner, VA

Current

March 19, 2024 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856

RIA

CRD#: 5393

Tysons Corner, VA

Past

July 13, 2018 - February 21, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 4, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TYSONS CORNER, VA

Past

May 6, 2015 - February 22, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TYSONS CORNER, VA

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".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 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.

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

Alabama
(11/14/2024)

Arizona
(9/24/2024)

California
(5/20/2025)

Colorado
(1/2/2025)

Connecticut
(7/18/2024)

Delaware
(3/27/2024)

District of Columbia
(3/27/2024)

Florida
(5/25/2024)

Georgia
(3/27/2024)

Indiana
(10/4/2024)

Kentucky
(5/3/2025)

Maryland
(3/27/2024)

Mississippi
(1/8/2025)

Nevada
(9/23/2024)

New Jersey
(3/27/2024)

New York
(3/27/2024)

North Carolina
(3/27/2024)

Oklahoma
(12/9/2024)

Pennsylvania
(3/27/2024)

South Carolina
(3/27/2024)

Tennessee
(3/27/2024)

IAR

Texas
(3/27/2024)

Virginia
(3/19/2024)

IAR

Virginia
(3/19/2024)

Washington
(7/10/2024)

West Virginia
(3/27/2024)

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

IAR

Series 66

Date: 6/5/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/6/2015

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

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

xxxxx@xxxx.xxx

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher B. Buckley

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Brian Buckley's CRS (Customer Relationship Summary).

Certified licenses

Education

East Carolina University

Experience

CHARLES SCHWAB & CO., INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/6/2015

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors