Christopher Scott Tomolonis

Employer firm

Woodstock Wealth Management, Inc. CRD 283472

$727M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → 11/2018
  Woodstock Financial Group, Inc
  Woodstock, GA
• 06/2018 → Present
  Woodstock Wealth Management, Inc.
  Woodstock, GA

Previous Registrations

• 2014-08-18 → 2018-11-09
  Woodstock Financial Group, Inc.
  Woodstock, GA
  Jersey City, NJ
  Jersey City, NJ
  New York, NY
• 2014-02-24 → 2014-08-18
  World Investments, Llc
  Lincroft, NJ

Other Businesses

1. TOMOLONIS FINANCIAL, LLC: INVESTMENT RELATED; 95 CHRISTOPHER COLUMBUS DRIVE, 16TH FLOOR, JERSEY CITY, NJ 07302; PAY EXPENSES FOR 1099 INCOME FOR INSURANCE CARRIERS AND ADVISORY BUSINESS THROUGH WOODSTOCK WEALTH MANAGEMENT INC. OFFICE; WEALTH ADVISOR; STARTED 08/2014; DEVOTES APPROXIMATE 2 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE NON SECURITIES INSURANCE AGENT FOR VARIOUS CARRIERS AND CONDUCTING ADVISORY BUSINESS THROUGH WOODSTOCK WEALTH MANAGEMEMT, INC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-21
• S63 Uniform Securities Agent State Law Examination
  2002-07-01