CW
CW

Christopher Coffin Wilson

28 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
7,399 clients
Average Client Portfolio
$49.2M average
Assets Under Management
$364.0B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

2 High Ridge Park, Suite 2, Stamford, CT, 06905

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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 an access/supervised person of Principal Global Investors, LLC. He is also the executor of the Richard D. Wilson Trust and a partner in a trust that owns a vacation rental property, both requiring minimal time.

Employment History
Current Registrations
Principal Funds Distributor, INC.
January 2016 - Present · 10 yrs 1 mo
Principal Funds Distributor, INC.Broker
January 2016 - Present · 10 yrs 1 mo
Principal Asset Management
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Princor Financial Services Corporation
August 2008 - April 2009 · 8 mos
Princor Financial Services CorporationBroker
November 2005 - April 2016 · 10 yrs 5 mos
Quasar Distributors, LLCBroker
July 2003 - October 2004 · 1 yr 3 mos
Cdc Ixis Asset Management Distributors, L.P.Broker
August 1999 - June 2003 · 3 yrs 10 mos
State Street Research Investment Services, INC.Broker
June 1996 - June 1999 · 3 yrs
New England SecuritiesBroker
November 1995 - January 1996 · 2 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.