CS
CFP
CS
CFP

Christopher Sivley

27 Years of Experience
Ponte Vedra, FL
1 DisclosureBroker

Christopher Sivley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ponte Vedra, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 Corridor Road, Suite 101, Ponte Vedra, FL, 32082

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Settled
Other Business Activities

Christopher is an associate/employee and financial advisor at Pinnacle Asset Management, Pinnacle Bank, and The Horizon Group, dedicating about half of his time to each. He also owns Turner-Sivley, LLC, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Truist Advisory Services, INC.
February 2021 - May 2024 · 3 yrs 3 mos
Truist Investment Services, INC.Broker
March 2020 - May 2024 · 4 yrs 2 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
December 2012 - January 2013 · 1 mo
Scott & Stringfellow, LLCBroker
December 2012 - January 2013 · 1 mo
Wells Fargo Advisors, LLC
December 2001 - December 2012 · 11 yrs
Wells Fargo Advisors, LLCBroker
December 2001 - December 2012 · 11 yrs
Compass Brokerage, INC.Broker
September 1998 - December 2001 · 3 yrs 3 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXVAVirgin IslandsWAWIWVWY
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.