CS
Christopher L. Stadler
AMERITY WEALTH MANAGEMENT
Winter Garden, FL 34787
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CRD#: 6707161
CS
Professional summary
Christopher Lee Stadler, who also goes by Christopher Lee Stalder, is a registered financial advisor currently at AMERITY WEALTH MANAGEMENT, LLC located in Winter Garden, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Lee Stalder
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.
(1) Metropolis Productions | not investment related | Orlando, Florida | start date 05/01/2010 | acrobat | less than 20 hours per month | none during securities trading hours; (2) Antigravity | not investment related | Kissimmee, Florida | start date 01/12/2017 | acrobat | between 20 to 40 hours per month | approximately 2 hours during securities trading hours; (3) Self Employed | not investment related | start date 04/28/2022 | Ocoee, Florida | perform acrobatic routines with a partner | less than 20 hours per month | none during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lee Stadler'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®
NoneExperience
Current
June 21, 2024 - Present
AMERITY WEALTH MANAGEMENT, LLC
Office #1: 12200 West Colonial Drive, Suite 300, Winter Garden, FL 34787RIA
CRD#: 322265
Winter Garden, FL
Past
June 12, 2024 - June 21, 2024
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Orlando, FL
Past
December 22, 2016 - June 21, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
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".
AW
AMERITY WEALTH MANAGEMENT, LLC
ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US
CRD#: 322265 / SEC#: 801-127745
RIA
Registered Investment Advisory firm - (8/15/2023 Approved)Florida
Registered Investment Advisory firm - (10/25/2023 Terminated)Georgia
Registered Investment Advisory firm - (11/1/2023 Terminated)North Carolina
Registered Investment Advisory firm - (10/26/2023 Terminated)Tennessee
Registered Investment Advisory firm - (10/25/2023 Terminated)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(6/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
AMERITY WEALTH MANAGEMENT, LLC
ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US
CRD#: 322265 / SEC#: 801-127745
RIA
Registered Investment Advisory firm - (8/15/2023 Approved)Florida
Registered Investment Advisory firm - (10/25/2023 Terminated)Georgia
Registered Investment Advisory firm - (11/1/2023 Terminated)North Carolina
Registered Investment Advisory firm - (10/26/2023 Terminated)Tennessee
Registered Investment Advisory firm - (10/25/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813
Mailing Address
Phone number
(863) 683-1750
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,138 |
| AUM (Assets Under Management) | $ 277,340,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITY WEALTH MANAGEMENT, LLC
CRD#: 322265Winter Garden, FL 34787TRUST BUT VERIFY
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