Christopher T Wheatley

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2009 → 04/2019
  Morgan Stanley Smith Barney
  Tampa, FL
• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2019 → 03/2023
  Fidelity Brokerage Services Llc
  Tampa, FL
• 03/2023 → Present
  Wells Fargo Clearing Services, Llc
  Tampa, FL

Previous Registrations

• 2019-05-30 → 2023-01-05
  Fidelity Personal And Workplace Advisors
  Tampa, FL
• 2009-06-01 → 2019-05-08
  Morgan Stanley
  Tampa, FL
• 2008-11-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Tampa, FL
• 2008-01-10 → 2008-07-01
  Waddell & Reed
  Tampa, FL
• 2007-04-10 → 2007-10-18
  Ameriprise Financial Services, Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-04-07

Other Names

• Christopher Thomas Wheatley
• Christopher Thomas Wheatley
• Christopher T. Wheatley