Christopher
Simon-Wallace
Robinswood Financial
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About this Advisor
Christopher Simon-Wallace is a financial advisor based in Kirkland, Washington, working with Robinswood Financial. Christopher has previously held positions at Td Ameritrade, Market Leader Inc, Robert Half, Synchrony Financial, Viksnins Harris & Padys, Wells Fargo, University Of Northwestern St. Paul, Us Bank, U.S. Bancorp Investments, Inc, Rbc Capital Markets, LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Fidelity Investments, Extended Travel, Charles Schwab & Co., Inc, Td Ameritrade Investment Management, LLC, and Charles Schwab Bank, Ssb. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Christopher is part of Robinswood Financial, which operates out of Kirkland, Washington. The firm has 5 employees and manages assets totaling $321.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Robinswood Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robinswood Financial Brokerage Details
$321,000,000
5
1,036
$309,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Simon-Wallace Work History
Td Ameritrade
Charles Schwab & Co., Inc
Td Ameritrade Investment Management, LLC
Charles Schwab Bank, Ssb
Extended Travel
Td Ameritrade
Fidelity Investments
Td Ameritrade
E*Trade Securities LLC
E*Trade Capital Management LLC
Us Bank
U.S. Bancorp Investments, Inc
Rbc Capital Markets, LLC
Td Ameritrade
Market Leader Inc
Robert Half
Synchrony Financial
Viksnins Harris & Padys
University Of Northwestern St. Paul
Wells Fargo
University Of Northwestern St. Paul
Disclosures
Please visit the SEC profile of Christopher Simon-Wallace 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 Robinswood Financial
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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