Christopher Tomolonis
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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Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodstock Wealth Management, Inc. | Woodstock, GA | Jun 2018 - Current | 5 |
| Woodstock Financial Group, Inc. | Woodstock, GA | Aug 2014 - Nov 2018 | 4 |
| 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 |
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- NJ
- TX
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Total Assets Under Management511MILLIONS
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Total Number of Accounts2,412ACCOUNTS
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Average Account Value$211,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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, 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
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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