Christopher M. Mehalko

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CRD#: 6734990

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Michael Mehalko, who also goes by Christopher Mehalko, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2017. Christopher had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Christopher Mehalko

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 11, 2019 - March 13, 2021

HATTERAS INVESTMENT PARTNERS, LP

RIA

CRD#: 170628

RALEIGH, NC

Past

July 11, 2019 - March 13, 2021

HATTERAS CAPITAL DISTRIBUTORS, LLC

CRD#: 143365

RALEIGH, NC

Past

July 13, 2018 - July 3, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

September 20, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

DURHAM, NC

Past

January 30, 2017 - July 2, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

DURHAM, NC

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".

HATTERAS INVESTMENT PARTNERS, LP

CRD#: 170628 / SEC#: 801-79326

RIA

Registered Investment Advisory firm - (3/14/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 3/30/2017

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: 1/30/2017

General Securities Representative Examination

Current Firm

HATTERAS INVESTMENT PARTNERS, LP

CRD#: 170628 / SEC#: 801-79326

RIA

Registered Investment Advisory firm - (3/14/2014 Approved)

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Contact information

Main Address

8510 Colonnade Center Drive Suite 150, Raleigh, NC 27615

Mailing Address

Phone number

(919) 846-2324

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

HATTERAS 2025 ADV FORM 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 187,768,848

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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Christopher M. Mehalko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HATTERAS INVESTMENT PARTNERS, LP

HATTERAS CAPITAL DISTRIBUTORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

HATTERAS INVESTMENT PARTNERS, LP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 1/30/2017

Current Firm

HATTERAS INVESTMENT PARTNERS, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HATTERAS INVESTMENT PARTNERS, LP

TRUST BUT VERIFY

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