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Christopher Scott Tomolonis

Woodstock Wealth Management, INC.
23 Years of Experience
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Woodstock Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,538 clients
Average Client Portfolio
$410K average
Assets Under Management
$629.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

250 River Park North Drive, Woodstock, GA, 30188

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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 · 7 yrs 8 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
Exams
No exam information available for this advisor.