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Christopher David Albright

INTEGRATED WEALTH SOLUTIONS
YORK, PA
·CRD# 6874423·8 years experience

Professional Summary

Christopher David Albright is a registered financial advisor currently at INTEGRATED WEALTH SOLUTIONS, LLC located in York, Pennsylvania. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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

8 years in the financial services industry

Current & Past Employments

INTEGRATED WEALTH SOLUTIONS, LLC·CRD# 334422
RIA
2651 Carnegie Road, York, PA 17402
March 30, 2025 - Present
CAPE SECURITIES INC.·CRD# 7072
BD
York, PA
September 9, 2022 - December 31, 2025
PFS INVESTMENTS INC.·CRD# 10111
BD
Manchester, PA
January 24, 2018 - September 13, 2022

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Current Firm

IW
INTEGRATED WEALTH SOLUTIONS, LLC

BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH | EEP & ASSOCIATES LLC

CRD#: 334422 / SEC#: 801-137270
RIA
Registered Investment Advisory firm - SEC (9/11/2026 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/7/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (3/3/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/16/2026 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

2651 Carnegie Road, York, PA 17402

Phone Number

(717) 313-2220

# of Employees

8

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (9/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

883

AUM (Assets Under Management)

$114,000,000

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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) Wrestling Coach 601 Mundis Mill Road York PA 17406 - devotes 32 hours per month with none during trading hours with coaching only 3 months a year. Not investment related. 2) TruChoice Financial Group 4320 N George St Ext Manchester, PA 17345, Insurance Agent since 5/2023, Life Insurance sales; 40 hours per week, investment related. 3) Broker Dealer which I receive commissions for sales. I use FIG for insurance and fixed products. I have an LLC to use as a DBA for my business: Firm Foundation Wealth LLC.

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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".
IW
INTEGRATED WEALTH SOLUTIONS, LLC

BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH | EEP & ASSOCIATES LLC

CRD#: 334422 / SEC#: 801-137270
RIA
Registered Investment Advisory firm - SEC (9/11/2026 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/7/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (3/3/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/16/2026 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
Pennsylvania
(3/30/2025)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2018About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2018About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Oct 2018About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Albright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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