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Christopher Lee-haas Sittner

Christopher L. Sittner

MOSS ADAMS WEALTH ADVISORS
Portland, OR 97205
Some features on this profile are disabled
CRD#: 7332022
Christopher Lee-haas Sittner

Professional summary

Christopher Lee-haas Sittner, CFP®, who also goes by Chris Sittner, Christopher Lee Sittner, is a registered financial advisor currently at MOSS ADAMS WEALTH ADVISORS LLC located in Portland, Oregon.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 3 firms .

Core Areas of Focus

Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Medical Professionals
Tax Planning

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Investment Planning
Business Succession Planning
Estate Planning
Retirement Income Management
Small Business Planning
Tax Planning
Debt Management
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Chris Sittner | Christopher Lee Sittner

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 Lee-haas Sittner'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

March 19, 2026 - Present

MOSS ADAMS WEALTH ADVISORS LLC

Office #1: 805 Sw Broadway, Portland, OR 97205
RIA
CRD#: 108917
Portland, OR
Past

September 21, 2022 - January 6, 2026

CS WEALTH MANAGEMENT

RIA
CRD#: 322001
PORTLAND, OR
Past

January 29, 2021 - March 10, 2022

BLUE WATER WEALTH

RIA
CRD#: 164432
PORTLAND, OR

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".
MA
MOSS ADAMS WEALTH ADVISORS LLC
DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA
Registered Investment Advisory firm - (10/26/2000 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.

Highlighted states indicate IAR registrations

IAR
Washington
(3/19/2026)

Exams

Current Firm

MA
MOSS ADAMS WEALTH ADVISORS LLC
DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA
Registered Investment Advisory firm - (10/26/2000 Approved)
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Contact information

Main Address
999 Third Ave Ste 2800, Seattle, WA 98104
Mailing Address
Phone number
(206) 302-6500
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOSS ADAMS WEALTH ADVISORS DISCLOSURE BROCHURE JUNE 2025 (6/24/2025)

Regulatory assets under management

Total Number of Accounts4,627
AUM (Assets Under Management)$ 4,753,819,117

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/15/2025
Cover Page
Report
02/20/2025
Cover Page
Report
03/27/2024
Cover Page
Report
03/06/2024
Cover Page
Report
02/18/2023
Cover Page
Report

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

MOSS ADAMS WEALTH ADVISORS LLC

CRD#: 108917Portland, OR 97205

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