Christopher Tomolonis, financial advisor Jersey City NJ
90 score

Christopher Tomolonis

CRD 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.

 

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Company Name Location Dates Years
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
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, 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
Get Details on the FINRA Advisor Check site
Contact Info for Christopher S. Tomolonis
Phone Number: (201) 600-9461
Firm Website: http://woodstockfg.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    211
    MILLIONS
  • Total Number of Accounts
    1,694
    ACCOUNTS
  • Average Account Value
    $124,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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BADGES
90
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Data verified by both the advisor and the public regulatory data.

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