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Christopher Lee Stadler

AMERITY WEALTH MANAGEMENT

Winter Garden, FL

·CRD# 6707161·10 years experience

About Christopher

Disclosures

Contact

Videos & Posts

Professional Background

Firm Detail

Other Business Activities

More

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Lee Stalder

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

Current

AMERITY WEALTH MANAGEMENT, LLCCurrent·CRD# 322265

RIA

12200 West Colonial Drive, Suite 300, Winter Garden, FL 34787

June 21, 2024 - Present

Past

CHARLES SCHWAB & CO., INC.Past·CRD# 5393

RIA

Orlando, FL

June 12, 2024 - June 21, 2024

CHARLES SCHWAB & CO., INC.Past·CRD# 5393

BD

Orlando, FL

December 22, 2016 - June 21, 2024

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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 - SEC (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - Florida (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - Georgia (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (10/25/2023 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).

Contact Information

Main Address

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813

Phone Number

(863) 683-1750

# of Employees

17

SEC notice filing (21 States and Territories)

Registered to provide investment advisory services in 21 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AMERITY WEALTH FORM ADV PART 2A (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,089

AUM (Assets Under Management)

$338,837,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - Florida (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - Georgia (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (10/25/2023 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.

IAR

Florida
(6/21/2024)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2024About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2016About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Sep 2017About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jun 2017About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Stadler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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