Christopher L. Stroup
SILICON BEACH FINANCIAL LLC
SANTA MONICA, CA
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CRD#: 7148313
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.
Name of Organization - Financial Planning Association. Is the business investment related? - No. Nature of the Business - The Financial Planning Association (FPA) is the leading membership organization for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking. Address of the Business - 1290 Broadway, Suite 1625, Denver, CO 80203. Position/Title - National Volunteer Coordinator. Description of Duties - I volunteer on the FPA NexGen Gathering Task Force, which plans the annual Gathering Conference for NexGen FPA members. I also volunteer as the FPA NexGen representative on the National FPA DEI Committee, which strives to implement practices to ensure that financial planning reaches more diverse communities, as well as welcomes more diverse professionals into the industry. Anticipated annual compensation from this activity - $0. Do you have a financial interest in the organization/company? - No. Approximate # of hours/month you devote to this outside business activity during non-business hours - 1-5 hours. Approximate # of hours/month you devote to this outside business activity during business hours - 1-5 hours. To your knowledge, is this organization/company a client of the Firm? - No. To your knowledge, will your affiliation with this activity raise or perceived as a potential conflict of interest? - No.
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®
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)
Current Firm
SB
SILICON BEACH FINANCIAL LLC
SILICON BEACH FINANCIAL LLC
CRD#: 332472 / SEC#:
California
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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
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 10,511,261 |
Red Flags
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