Christopher Paul Scalese

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2000 → Present
  Fortune Financial Group
  Dunmore, PA
• 11/2017 → 03/2020
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2012 → 11/2017
  Global Financial Private Capital, Llc
  Dunmore, PA

Previous Registrations

• 2017-11-15 → 2020-03-02
  Ae Wealth Management, Llc
  Dunmore, PA
• 2012-10-22 → 2017-11-06
  Global Financial Private Capital, Inc.
  Dunmore, PA
  Sarasota, FL

Other Businesses

1.) Fortune Financial Group; Yes Investment Related; 200 Tigue Street, Dunmore, PA 18512; Insurance Sales; President; Start date 10/2000; Approx. 150 hours a month; Approx. 130 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-16
• S66 Uniform Combined State Law Examination
  2012-06-01
• S63 Uniform Securities Agent State Law Examination
  1997-09-26