Christopher TomolonisCRD Number: 4539371
Current Firm: Woodstock Financial Group, Inc.
Christopher Tomolonis (CRD# 4539371) is an Investment Advisor Representative working at Tomolonis Financial LLC in Jersey City, NJ and has over 14 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Chris Tomolonis | Wealth Management||Jersey City, NJ||Aug 2014 - Current||2|
|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 Management200MILLIONS
Total Number of Accounts1,399ACCOUNTS
Average Account Value$142,658
- 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
“The following link and/or article is being provided for informational purposes only. None of the information contained within such link and/or article constitutes a recommendation or an endorsement of any opinions, views, or content on the part of Woodstock Financial Group or its agents/representatives. All information contained within such link and/or article was prepared by an independent third party. You are responsible for evaluating such information and its merits relative to your profile, financial condition, and risk tolerance.”
Confidentiality Notice:This electronic mail message contains information that is intended only for use by the above named recipient(s). If you are not the above named recipient(s) and you have received this e-mail in error, you should not review the text of this message or otherwise disseminate, distribute or copy this e-mail. Please immediately notify us of the error via a reply to this e-mail and then permanently delete this message from your system.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.