Christopher Tobey, financial advisor Holliston MA

Christopher Tobey

CRD Number: 4574637
Current Firm: Cwm, LLC

Christopher Tobey (CRD# 4574637) is an Investment Advisor Representative working at Cwm, LLC in Holliston, MA and has over 11 years of experience in the finance industry. Christopher Tobey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cwm, Llc Dba Carson Wealth Omaha, NE Apr 2020 - Current < 1
Atlantic Capital Management Holliston, MA Mar 2010 - Apr 2020 10
Purshe Kaplan Sterling Albany, NY Mar 2010 - Apr 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Christopher J. Tobey
Phone Number: 402-330-0808
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    11,897
    MILLIONS
  • Total Number of Accounts
    58,973
    ACCOUNTS
  • Average Account Value
    $201,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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