Christopher Mathews is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Cumberland, MD, with 33 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
217 Glenn St Ste 501, Cumberland, MD, 21502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher owns two rental properties in Cumberland, MD, one since 2012 and the other since 2025. He spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CBIZ Wealth Management, LLC
CBIZ Mergers & Acquisitions Group, INC.Broker
CBIZ Financial Solutions, INC.
National Planning CorporationBroker
CBIZ Financial Solutions, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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