Christopher Waterbury, financial advisor Lone Tree CO

Christopher Waterbury

CRD Number: 6666300
Current Firm: Charles Schwab & Company, Inc.

Christopher Waterbury (CRD# 6666300) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2016 - Current 5
Unemployed Watertown, NY Mar 2016 - Jun 2016 < 1
Dry Hill Ski Area Watertown, NY Jan 2016 - Mar 2016 < 1
As Converse Construction Watertwon, NY May 2012 - Dec 2015 3
The Guzzle Orleans, NY May 2012 - Aug 2012 < 1
Full Time Student Plattsburgh, NY Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Aug 2018
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.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher M. Waterbury
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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