CT
CFP
CT
CFP

Christopher Tyler Thomas

22 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$296.9M

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
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Location

4800 Hampden Lane, Suite 200, Bethesda, MD, 20814

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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 serves as treasurer for the National Capital Chapter-Society of Financial Service Professionals, an industry association. This activity involves minimal time.

Employment History
Current Registrations
Macroview Investment Management LLC
February 2018 - Present · 8 yrs
Previous Registrations
Triad Advisors, LLC
February 2014 - February 2018 · 4 yrs
Planning Solutions Group, LLC
September 2013 - September 2019 · 6 yrs
Triad Advisors LLCBroker
September 2013 - February 2018 · 4 yrs 5 mos
Signator Investors, INC.
March 2004 - September 2013 · 9 yrs 6 mos
Signator Investors, INC.Broker
April 2003 - September 2013 · 10 yrs 5 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.