Christian Mahan

STONECREST WEALTH MANAGEMENT,

Chandler, AZ 85226

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CRD#: 6882687

Professional summary

Christian Mahan is a registered financial advisor currently at STONECREST WEALTH MANAGEMENT, INC located in Chandler, Arizona and KINGSWOOD CAPITAL PARTNERS, LLC located in Chandler, Arizona.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Christian has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Christian Mahan's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 25, 2021 - Present

STONECREST WEALTH MANAGEMENT, INC

Office #1: 118 S Kyrene Road Suite 4, Chandler, AZ 85226

RIA

CRD#: 311404

Chandler, AZ

Current

January 6, 2021 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 118 S Kyrene Rd #4, Chandler, AZ 85226

CRD#: 288898

Chandler, AZ

Past

June 8, 2020 - October 9, 2020

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

Phoenix, AZ

Past

November 25, 2019 - July 30, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

Phoenix, AZ

Past

November 25, 2019 - June 8, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

May 9, 2018 - April 10, 2019

EDWARD JONES

RIA

CRD#: 250

CHANDLER, AZ

Past

May 7, 2018 - April 10, 2019

EDWARD JONES

CRD#: 250

CHANDLER, AZ

Past

February 12, 2018 - March 6, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

December 20, 2017 - March 6, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

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".

STONECREST WEALTH MANAGEMENT, INC

CRD#: 311404 / SEC#: 801-119878

RIA

Registered Investment Advisory firm - (12/1/2020 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/15/2021)

IAR

Arizona
(3/25/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/9/2018

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: 12/20/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STONECREST WEALTH MANAGEMENT, INC

CRD#: 311404 / SEC#: 801-119878

RIA

Registered Investment Advisory firm - (12/1/2020 Approved)

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Contact information

Main Address

118 S Kyrene Road Suite 4, Chandler, AZ 85226

Mailing Address

Phone number

(602) 258-9400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONECREST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/24/2025)

Regulatory assets under management

Total Number of Accounts	946
AUM (Assets Under Management)	$ 307,364,055

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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Advisor Monitoring

Firm Stability Insights

Christian Mahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Mahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STONECREST WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2017

FINRA

Current Firm

STONECREST WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONECREST WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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