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Christopher Tomolonis

Woodstock Wealth Management, INC.
24 Years of Experience
Jersey City, NJ
5 DisclosuresSells Insurance
View SEC Summary
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Christopher Tomolonis is a registered investment advisor at Woodstock Wealth Management, INC., based in Jersey City, NJ, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

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

Location

95 Christopher Columbus Drive, 16th Floor, Jersey City, NJ, 07302

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History

Regulatory History (5)
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
September 2013
Closed-No Action
Customer Dispute
October 2012
Denied
Customer Dispute
July 2011
Settled
Customer Dispute
May 2011
Closed-No Action
Customer Dispute
January 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is a wealth advisor at Tomolonis Financial, LLC since 2014, where he pays expenses for 1099 income for insurance carriers and advisory business. He dedicates minimal time to this, working as a non-securities insurance agent for various carriers and conducting advisory business.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Woodstock Financial Group, INC.
August 2014 - November 2018 · 4 yrs 3 mos
Woodstock Financial Group, INC.Broker
August 2014 - November 2018 · 4 yrs 3 mos
Tfs Advisory Services
February 2014 - August 2014 · 6 mos
Tfs Securities, INC.Broker
January 2014 - August 2014 · 7 mos
E1 Asset Management, INC.Broker
April 2003 - February 2014 · 10 yrs 10 mos
PHD CapitalBroker
August 2002 - April 2003 · 8 mos
State Registrations2 states
NJTX
Advisor

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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