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CFP
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CFP

Christopher Senvisky

&partners
32 Years of Experience
Davidson, NC
Broker
View SEC Summary
View SEC Summary

Christopher Senvisky is a CFP-designated registered investment advisor at &partners, based in Davidson, NC, with 32 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

480 S. Main Street, Suite 300, Davidson, NC, 28036

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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 co-owns Off the Grid, LLC with his spouse, a rental property in Snowshoe, WV, since November 2021, dedicating minimal time. He also co-owns another rental property with his spouse since November 2022, dedicating minimal time.

Employment History
Current Registrations
&partners
October 2024 - Present · 2 yrs
&partnersBroker
October 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
August 2009 - October 2024 · 15 yrs 2 mos
Wachovia Securities, LLC
December 2005 - January 2007 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
October 2000 - October 2024 · 24 yrs
First Union Brokerage Services, INC.Broker
May 1995 - October 2000 · 5 yrs 5 mos
Invest Financial CorporationBroker
February 1994 - May 1995 · 1 yr 3 mos
Smith Barney Shearson INC.Broker
November 1993 - February 1994 · 3 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIDILINKSKYMAMDMIMNMOMTNCNJNMNYOHOKPASCSDTNTXVAWAWI
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.
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