Christopher
Tomolonis
Woodstock Wealth Management, Inc
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About this Advisor
Christopher Tomolonis is a financial advisor operating out of Jersey City, New Jersey who has 5 years of relevant experience. Tomolonis currently works for Woodstock Wealth Management, Inc. Over the course of their career, they have held roles at E1 Asset Management, Tfs Securities, Inc and Woodstock Financial Group, Inc. Tomolonis maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Texas. Woodstock Wealth Management, Inc is a company that has its headquarters in Woodstock, GA. The company has offices in 21 locations and a total of 28 advisors. It controls $419 million in assets among its 2,239 accounts, making it one of the larger firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,239 accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Woodstock Wealth Management, Inc may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$418,827,117
28
2,239
$187,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Tomolonis Work History
Christopher has been registered as a financial advisor for 5 years.*
Woodstock Financial Group, Inc
Tfs Securities, Inc
E1 Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Tomolonis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodstock Wealth Management, Inc
Woodstock, GA
Mountainside, NJ
Woodstock, GA
Woodstock, GA
West Palm Beach, FL
Woodstock, GA
Erie, PA
Woodstock, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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