CW
CW

Christopher C Wolff

17 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1205 Westlakes Dr., Suite 290, Berwyn, PA, 19312

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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 works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. He dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of his time to Gallagher Benefit Services.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
Kestra Advisory Services, LLC
April 2016 - March 2022 · 5 yrs 11 mos
NFP Advisor Services, LLC
January 2016 - September 2016 · 8 mos
Kestra Investment Services, LLCBroker
January 2016 - March 2022 · 6 yrs 2 mos
Hartford Funds Management Company, LLC
August 2015 - January 2016 · 5 mos
Hartford Funds Distributors, LLCBroker
September 2013 - January 2016 · 2 yrs 4 mos
PNC InvestmentsBroker
April 2013 - September 2013 · 5 mos
PNC Investments
April 2013 - September 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - April 2012 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - April 2012 · 4 yrs 7 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAHIIDILINMAMDMIMNMOMSNCNJNVNYOHOKORPASCTXVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.