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Christopher Wilde

23 Years of Experience
Salisbury, MD
BrokerSells Insurance

Christopher Wilde is a registered investment advisor at Cetera Investment Advisers LLC, based in Salisbury, MD, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

953 Mt Hermon Rd, Salisbury, MD, 21804

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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 ActivitiesSells Insurance

Christopher is a registered representative for CFS Financial, providing financial services since 2020, which takes up his full-time work. He also serves as treasurer for Maryland Creative Problem Solvers, Inc. and Eastern Shore Sailing Assoc, dedicating minimal time to each. Finally, Christopher sells fixed insurance products with various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
June 2020 - Present · 5 yrs 11 mos
Cetera Advisors LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
June 2020 - March 2024 · 3 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC
August 2004 - June 2020 · 15 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2004 - June 2020 · 15 yrs 10 mos
First Allied Securities, INC.
June 2004 - August 2004 · 2 mos
First Allied Securities, INC.Broker
June 2003 - August 2004 · 1 yr 2 mos
Capitol Securities Management, INC.Broker
July 2002 - June 2003 · 11 mos
State Registrations10 states
AZCADEFLMAMDPATXUTWV
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.
Christopher Wilde - Financial Advisor | TrueAdvisor