Christopher Dowley (CRD# 1556908) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Marblehead, MA and has over 37 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fourstar Wealth Advisors, LLC | Chicago, IL | Feb 2019 - Current | 5 |
| Fieldstone Financial Management Group, LLC | Foxboro, MA | Mar 2016 - Feb 2019 | 2 |
| Concert Wealth Management, Inc. | San Jose, CA | Mar 2015 - Apr 2016 | 1 |
| Fieldstone Financial Management Group, LLC | Mansfield, MA | Jul 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- MA
- NJ
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Total Assets Under Management1,019MILLIONS
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Total Number of Accounts2,940ACCOUNTS
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Average Account Value$346,556
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WI
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