Christopher TomolonisCRD Number: 4539371
Current Firm: Woodstock Financial Group, Inc.
Compensation Model: Both
I hold a series 7, 63, 65, 24 and NJ Life & Health Insurance License. I spent the first 10 years of my career on Wall St., managing advisors, delivering motivational speeches, and building & implementing portfolio management strategies for investors worldwide.
In 2014, I went independent to continue working with investors to meet their investment objectives, maintain appropriate risk levels, and satisfy time horizons. I utilize stocks, bonds, ETF's, mutual funds, and annuities to manage your wealth. Types of clients I service include; Retiree's, Corporate Executives, Attorneys, Teacher's, Accountant's, Chef's and business owners.
I attribute virtually all of my success to my early work years where I held chef positions at Gotham Bar & Grill, Aureole, and Eleven Madison Park.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Chris Tomolonis | Wealth Management||Jersey City, NJ||Aug 2014 - Current||3|
|Tfs Securities, Inc.||Lincroft, NJ||Jan 2014 - Aug 2014||< 1|
|E1 Asset Management||New York, NY||Feb 2004 - Jan 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S24||General Securities Principal Examination (GP)||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management211MILLIONS
Total Number of Accounts1,694ACCOUNTS
Average Account Value$124,401
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV
Woodstock Financial Group, Inc. and TOMOLONIS FINANCIAL LLC are unrelated entities.
Chris Tomolonis is an Independent Registered Representative of Woodstock Financial Group, Inc.
All Securities and Advisory Services offered through Woodstock Financial Group, Inc.
117 Towne Lake Parkway, Suite 200 Woodstock, GA 30188
Toll Free: 800.478.2602 | Fax: 877.431.5727 | www.woodstockfg.com
Member FINRA/SIPC | An SEC Registered Investment Adviser
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