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Christopher Allen Smith

ORIGIN WEALTH MANAGEMENT
RESTON, VA
·CRD# 7792032·3 years experience

Professional Summary

Christopher Allen Smith, who also goes by Christopher Smith, is a registered financial advisor currently at ORIGIN WEALTH MANAGEMENT LLC located in Reston, Virginia. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Smith

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

ORIGIN WEALTH MANAGEMENT LLC·CRD# 337488
RIA
12001 Sunrise Valley Drive Suite 400, Reston, VA 20191
July 24, 2025 - Present
LEGACY WEALTH MANAGEMENT INC.·CRD# 173453
RIA
Manassas, VA
November 20, 2024 - May 13, 2025
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Mclean, VA
September 21, 2023 - October 12, 2024

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Current Firm

OW
ORIGIN WEALTH MANAGEMENT LLC

ORIGIN WEALTH MANAGEMENT LLC

CRD#: 337488
Virginia
Registered Investment Advisory firm - Virginia (7/24/2025 Approved)

Contact Information

Main Address

12001 Sunrise Valley Drive Suite 400, Reston, VA 20191

Mailing Address

11110 Sunset Hills Road #2159, Reston, VA 20195

Phone Number

(703) 386-7088

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

8

AUM (Assets Under Management)

$770,895

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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.

ORIGIN ASSOCIATES LLC; INVESTMENT RELATED; 05/2025; HERNDON, VA; INSURANCE AGENT; INSURANCE AND ANNUITY PRODUCT SALES; 24HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS.

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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.
IAR
Virginia
(7/24/2025)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2023About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2023About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Allen Smith's CRS (Customer Relationship Summary).

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