CW
CW

Christopher Weiss

26 Years of Experience
Hanscom A F B, MA
Broker

Christopher Weiss is a registered investment advisor at LPL Financial LLC, based in Hanscom A F B, MA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1610 Eglin St, Hanscom A F B, MA, 01731

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christopher is a Relationship Banking Advisor at Hanscom Federal Credit Union since December 2023, spending full-time hours per month, with 9 hours during trading. This is also a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 2 yrs
LPL Financial LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
Cuso Financial Services, L.P.
June 2022 - December 2023 · 1 yr 6 mos
Cuso Financial Services, L.P.Broker
June 2022 - December 2023 · 1 yr 6 mos
Citizens Securities, INC.
February 2020 - April 2022 · 2 yrs 2 mos
Citizens Securities, INC.Broker
February 2020 - April 2022 · 2 yrs 2 mos
Keenan Financial
October 2018 - November 2019 · 1 yr 1 mo
Scottrade Investment Management
February 2017 - March 2018 · 1 yr 1 mo
Scottrade, INC.Broker
June 2016 - March 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - June 2016 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - June 2016 · 6 mos
Infinex Investments, INC.
September 2015 - October 2015 · 1 mo
Infinex Investments, INC.Broker
August 2015 - October 2015 · 2 mos
Northern Lights Distributors, LLCBroker
September 2011 - May 2015 · 3 yrs 8 mos
Wellesley Investment Advisors, INC.
June 2011 - July 2015 · 4 yrs 1 mo
Pacer Advisors, INC.
March 2010 - November 2010 · 8 mos
Pacer Financial, INC.Broker
March 2010 - November 2010 · 8 mos
Evergreen Investment Management CO
July 2009 - December 2009 · 5 mos
Evergreen Investment Services, INC.Broker
May 2007 - December 2009 · 2 yrs 7 mos
Mfs Institutional Advisors INC.
February 2006 - April 2007 · 1 yr 2 mos
Mfs Fund Distributors, INC.Broker
June 1997 - April 2007 · 9 yrs 10 mos
State Registrations2 states
MAME
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christopher Weiss - Financial Advisor | TrueAdvisor