Christian D. Mcpherson

PROSTATIS FINANCIAL ADVISORS GROUP

Melbourne, FL 32940

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CRD#: 7162421

Professional summary

Christian David Mcpherson, who also goes by Christian Mcpherson, is a registered financial advisor currently at PROSTATIS FINANCIAL ADVISORS GROUP located in Melbourne, Florida and WORLD EQUITY GROUP, INC. located in Melbourne, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Christian has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christian Mcpherson

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 David Mcpherson'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

June 14, 2024 - Present

PROSTATIS FINANCIAL ADVISORS GROUP

Office #1: 3159 Alzante Cir., Melbourne, FL 32940

RIA

CRD#: 132662

Melbourne, FL

Current

June 5, 2024 - Present

WORLD EQUITY GROUP, INC.

Office #1: 3159 Alzante Circle Suite 101, Melbourne, FL 32940

RIA

CRD#: 29087

Melbourne, FL

Past

May 27, 2020 - January 18, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CONCORD, NC

Past

May 11, 2020 - January 18, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CONCORD, NC

Past

November 1, 2019 - March 31, 2020

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

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".

PROSTATIS FINANCIAL ADVISORS GROUP

CRD#: 132662 / SEC#: 801-112501

RIA

Registered Investment Advisory firm - (2/23/2018 Approved)

Florida

Registered Investment Advisory firm - (4/5/2018 Terminated)

Maryland

Registered Investment Advisory firm - (7/20/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/5/2018 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.

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

Florida
(6/5/2024)

IAR

Florida
(6/14/2024)

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: 5/21/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/11/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/2/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PROSTATIS FINANCIAL ADVISORS GROUP

CRD#: 132662 / SEC#: 801-112501

RIA

Registered Investment Advisory firm - (2/23/2018 Approved)

Florida

Registered Investment Advisory firm - (4/5/2018 Terminated)

Maryland

Registered Investment Advisory firm - (7/20/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/5/2018 Terminated)

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Contact information

Main Address

7580 Buckingham Blvd, Suite 180, Hanover, MD 21076

Mailing Address

Phone number

(410) 863-1040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	4,217
AUM (Assets Under Management)	$ 508,939,132

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 D. Mcpherson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

PROSTATIS FINANCIAL ADVISORS GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2020

Series 63

Date: 11/11/2019

Series 7TO

Date: 11/1/2019

SIE

Date: 10/2/2019

FINRA

Current Firm

PROSTATIS FINANCIAL ADVISORS GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSTATIS FINANCIAL ADVISORS GROUP

TRUST BUT VERIFY

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