Christopher Walter Kubert

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2017
  The Huntington Investment Company
  Columbus, OH
• 06/2017 → 04/2021
  Executive Wealth Management
  Brighton, MI
• 06/2017 → 04/2021
  Private Client Services Llc
  Louisville, KY
• 05/2021 → Present
  Mid Atlantic Capital Corporation
  Pittsburgh, PA
• 05/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2017-06-15 → 2021-04-28
  Executive Wealth Management, Llc
  Northville, MI
  Brighton, MI
• 2015-07-15 → 2017-06-12
  The Huntington Investment Company
  Adrian, MI
  Canton, MI
  Canton, MI
  Northville Township, MI
  Saline, MI
  Northville, MI
  Canton, MI
  Canton, MI
  Novi, MI
  Westland, MI
• 2012-10-01 → 2015-06-05
  J.P. Morgan Securities Llc
  Detroit, MI
  Redford, MI
  Ann Arbor, MI
• 2010-10-05 → 2012-10-01
  Chase Investment Services Corp.
  Redford, MI
  Detroit, MI
• 2009-11-13 → 2010-09-09
  Pnc Wealth Management Llc
  Ann Arbor, MI
  Ypsilanti, MI
  Ann Arbor, MI
  Belleville, MI
• 2009-08-18 → 2009-11-13
  Natcity Investments, Inc.
  Belleville, MI
  Ypsilanti, MI
  Ann Arbor, MI
  Whitmore Lake, MI
  Ann Arbor, MI
  Ann Arbor, MI

Other Businesses

1) NewEdge Advisors~INVESTMENT RELATED~NEW ORLEANS, LA 70130~INVESTMENT COUNSELING~CEO~MAY 2021~160HRS PER MONTH~160HRS PER MONTH DURING MARKET~INVESTMENT CONSULTING DIRECT WITH CLIENTS - - - - - - - - - - - - - - - - - - 2)DBA CHRIS KUBERT~NON INVESTMENT RELATED~CANTON, MI 48187~FIXED INSURANCE SALES~PRESIDENT~JUL 2021~5HRS PER MONTH~5HRS PER MONTH DURING MARKET~PROVIDE INSURANCE PRODUCTS TO PROSPECTIVE CLIENTS 3.) 7/2021 DBA Cubit Wealth Management-Investment Related, at reported business location, DBA for NewEdge Securities, Inc., Business as a registered representative of NewEdge Securities, Inc.. I conduct commission based business as a broker dealer agent. 5-10 hours per month is spent on this activity. 4. DBA: Christopher Kubert Renting an old vehicle through Turo App*No Invest*Canton MI*Old van renting*3/15/25*Owner*Clean the vehicle after use*1Hr trade/1hr no trade

Exams

• S66 Uniform Combined State Law Examination
  2009-08-17
• S63 Uniform Securities Agent State Law Examination
  2006-02-09

Designations

• Certified Financial Planner

Other Names

• Chris Kubert