Christopher Paul Lein

Thepartners Wealth Management

22 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Thepartners Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

5,276 clients

Average Client Portfolio

$86K average

Assets Under Management

$454.5M

Fee Structure

Location

234 Canal Blvd, Suite 2, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)

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Customer Dispute

January 2020

Denied

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Other Business ActivitiesSells Insurance

Christopher is a financial advisor and branch manager at The Partners Wealth Management d/b/a Ocean Pointe Financial Services Group, dedicating full-time hours. He also works as an agent providing fixed insurance advice and operates Coastal Collegiate Baseball League LLC, spending a few hours per week on each.

Employment History

Current Registrations

Thepartners Wealth Management

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

August 2023 - October 2023 · 2 mos

Morgan Stanley

October 2003 - November 2006 · 3 yrs 1 mo

Morgan Stanley Dw INC.Broker

July 2003 - November 2006 · 3 yrs 4 mos

State Registrations4 states

FLNYOKTX

Advisor

Exams

No exam information available for this advisor.