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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Christopher Lane Stroup

Christopher L. Stroup

SILICON BEACH FINANCIAL
SANTA MONICA, CA
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CRD#: 7148313
Christopher Lane Stroup

Professional summary

Christopher Lane Stroup, CFP® is a registered financial advisor currently at SILICON BEACH FINANCIAL LLC located in Santa Monica, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 2 firms and has passed the Series 65 exam.

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 Christopher Lane Stroup's 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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

August 30, 2024 - Present

SILICON BEACH FINANCIAL LLC

RIA
CRD#: 332472
SANTA MONICA, CA
Past

June 27, 2019 - August 12, 2024

ABACUS WEALTH PARTNERS

RIA
CRD#: 128590
SANTA MONICA, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(8/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/3/2019
Uniform Investment Adviser Law Examination

Current Firm

SB
SILICON BEACH FINANCIAL LLC
SILICON BEACH FINANCIAL LLC

CRD#: 332472 / SEC#:

California
Registered Investment Advisory firm - (8/30/2024 Approved)
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Contact information

Main Address
Santa Monica, CA
Mailing Address
2801 Ocean Park Boulevard #1094, Santa Monica, CA 90405
Phone number
(424) 229-1684
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts85
AUM (Assets Under Management)$ 13,046,172

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.

Company Information

SILICON BEACH FINANCIAL LLC

CRD#: 332472Santa Monica, CA

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