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CS

Christina A. Shaffer

ADVUS FINANCIAL PARTNERS
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 6511062
CS

Professional summary

Christina Ann Shaffer, who also goes by Christina Ann Shaffer, Christina Shaffer, is a registered financial advisor currently at ADVUS FINANCIAL PARTNERS, LLC located in Winter Park, Florida.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christina has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina Ann Shaffer | Christina Shaffer

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 Christina Ann Shaffer'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®
None

Experience

Current

March 25, 2026 - Present

ADVUS FINANCIAL PARTNERS, LLC

Office #1: 631 W. Morse Blvd. Suite 115, Winter Park, FL 32789
RIA
CRD#: 311990
WINTER PARK, FL
Past

April 14, 2023 - March 3, 2026

ALLGEN FINANCIAL ADVISORS, INC.

RIA
CRD#: 126877
ORLANDO, FL
Past

July 29, 2022 - March 28, 2023

ALTFEST PERSONAL WEALTH MANAGEMENT

RIA
CRD#: 110130
Maitland, FL
Past

December 5, 2019 - June 27, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
New York City, NY
Past

April 8, 2019 - June 27, 2022

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
New York City, NY
Past

December 4, 2015 - March 21, 2019

ALLGEN FINANCIAL ADVISORS, INC.

RIA
CRD#: 126877
ORLANDO, 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".
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA
Registered Investment Advisory firm - (3/5/2021 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
Florida
(3/25/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/3/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/24/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/5/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/19/2019
Securities Industry Essentials Examination

Current Firm

ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA
Registered Investment Advisory firm - (3/5/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
631 W. Morse Blvd. Suite 115, Winter Park, FL 32789
Mailing Address
Phone number
(407) 585-1160
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVUS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,276
AUM (Assets Under Management)$ 3,066,675,906

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.

Company Information

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC

CRD#: 311990Winter Park, FL 32789

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