Christopher G. Eisser

VESTWELL ADVISORS LLC

New York, NY 10017

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CRD#: 6566294

Professional summary

Christopher Gordon Eisser, who also goes by Christopher Eisser, is a registered financial advisor currently at VESTWELL ADVISORS LLC located in New York, New York.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Eisser

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 Gordon Eisser'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

January 28, 2025 - Present

VESTWELL ADVISORS LLC

Office #1: 360 Madison Avenue 15th Floor, New York, NY 10017

RIA

CRD#: 284173

New York, NY

Past

October 4, 2022 - December 31, 2024

VESTWELL ADVISORS LLC

RIA

CRD#: 284173

NEW YORK, NY

Past

March 14, 2018 - October 12, 2020

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 109591

NEW YORK, NY

Past

May 27, 2016 - October 12, 2020

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

NEW YORK, NY

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".

VESTWELL ADVISORS LLC

CRD#: 284173 / SEC#: 801-107981

RIA

Registered Investment Advisory firm - (7/15/2016 Approved)

Kansas

Registered Investment Advisory firm - (1/23/2025 Terminated)

Mississippi

Registered Investment Advisory firm - (1/23/2025 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

New York
(1/28/2025)

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 66

Date: 3/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/27/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VESTWELL ADVISORS LLC

CRD#: 284173 / SEC#: 801-107981

RIA

Registered Investment Advisory firm - (7/15/2016 Approved)

Kansas

Registered Investment Advisory firm - (1/23/2025 Terminated)

Mississippi

Registered Investment Advisory firm - (1/23/2025 Terminated)

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Contact information

Main Address

360 Madison Avenue 15th Floor, New York, NY 10017

Mailing Address

Phone number

(917) 979-5358

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,946
AUM (Assets Under Management)	$ 427,149,041

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

Christopher G. Eisser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gordon Eisser's CRS (Customer Relationship Summary).

Certified licenses

Experience

VESTWELL ADVISORS LLC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

VESTWELL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2018

Series 7TO

Date: 1/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 1/24/2017

Series 6

Date: 5/27/2016

Current Firm

VESTWELL ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VESTWELL ADVISORS LLC

TRUST BUT VERIFY

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