Christopher Tomolonis, financial advisor Jersey City NJ

Christopher Tomolonis

Tomolonis Financial LLC

CRD Number: 4539371
Current Firm: Woodstock Wealth Management, Inc.
Compensation Model: Fee Only

After years of working on Wall Street, in 2014, I took my practice private and partnered with the Registered Investment Advisor, Woodstock Wealth Management Inc, (formerly Woodstock Financial Group, Inc.) where I became an Investment Advisor Representative to provide my clients with more than just a stock recommendation.

Today, I work with over 50 individuals and families across the United States to provide ongoing comprehensive Financial Planning and Investment Management services.

Daily, I speak with clients regarding their financial situation. I provide analysis and recommendations regarding tax efficiency, budgeting, cash flow, liabilities, assets, income, all insurances, investments, stock options & grants, retirement accounts, and estate plans. We seek to align your financial and personal life while acting in your best interest.

I am a graduate of Loyola University in Maryland, a member of the Financial Planning Association of NJ, and the founder of BNI Liberty.

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Company Name Location Dates Years
Woodstock Financial Group, Inc. Woodstock, GA Aug 2014 - Current 9
Tfs Securities, Inc. Lincroft, NJ Jan 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Feb 2014
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher S. Tomolonis
Phone Number: 800-279-4468
Firm Website: https://www.wwmria.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    2,239
    ACCOUNTS
  • Average Account Value
    $187,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA

Firm Disclaimer:

Woodstock Wealth Management, Inc. (WWM) and Tomolonis Financial LLC. are unrelated entities. Chris Tomolonis is an Investment Adviser Representative of WWM 250 River Park North Dr. Woodstock, GA 30188.Tel: 800.279.4468 • Fax: 877.431.5728• An SEC Registered Investment Adviser 

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