Christopher A. Daniels
AIF®Professional Summary
Christopher A. Daniels, AIF®, who also goes by Christopher Anthony Daniels, Christopher Daniels, was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 2017 - 2025. Christopher had worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Anthony Daniels, Christopher Daniels
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
Past
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Current Firm
AXIO CONSULTING GROUP | AXIO WEALTH MANAGEMENT, INC.
Contact Information
Main Address
101 Trade Zone Dr. Suite 20a, West Columbia, SC 29170-3912Mailing Address
Po Box 3236, West Columbia, SC 29171-3236Phone Number
(803) 851-1935# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
62AUM (Assets Under Management)
$80,793,121Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | Cover Page | Report |
| 03/25/2025 | Cover Page | Report |
| 01/02/2024 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2022About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2017About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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