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Christopher Scott Tomolonis

NJ Wealth Advisor to "Growth Stage Entrepeneur's"

Woodstock Wealth Management, Inc.

Jersey City

NJ

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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Woodstock Financial Group, Inc 5 years, 1 month Aug 2014 - Present
Tfs Securities, Inc. 7 months Jan 2014 - Aug 2014
E1 Asset Management 9 years, 11 months Feb 2004 - Jan 2014

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Christopher Tomolonis

You Don't invest To Make Money
Published 2019-06-11 12:39:23
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      4
    • as of date
      Nov 10, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      5
    • as of date
      Apr 9, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Woodstock Wealth Management, Inc.

    Last updated on Aug. 30, 2019
      • $252.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $165.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Performance-Based Fees