Cristina Marie Campbell

Employer firm

Empirical Wealth Management CRD 152622

$8.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2015 → 03/2017
  Natixis Global Asset Management
  San Francisco, CA
• 03/2017 → 05/2020
  Fidelity Brokerage Services Llc
  Los Angeles, CA
• 07/2018 → 05/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2020 → 01/2021
  Lpl Financial Llc
  Irvine, CA
• 06/2020 → 01/2021
  Stratos Wealth Partners, Ltd
  Irvine, CA
• 01/2021 → Present
  Empirical Wealth Management
  Irvine, CA

Previous Registrations

• 2020-06-01 → 2021-01-11
  Stratos Wealth Partners, Ltd
  Irvine, CA
• 2018-07-13 → 2020-06-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-03-30 → 2018-07-13
  Strategic Advisers Llc
  Los Angeles, CA
• 2016-06-02 → 2017-03-06
  Natixis Advisors, Llc
  San Francisco, CA
  Boston, MA
• 2009-08-18 → 2015-02-03
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

Name of other business: Empirical Insurance, LLC. Is business investment-related: Yes. Address of other business: 1420 Fifth Ave., Suite 3150, Seattle, WA 98101. Nature of other business: Insurance planning services. Position/title/relationship: Affiliated Insurance Producer. Start date of relationship: 03/2021. Approximate number of hours/month devoted to other business: 1 hour. Number of hours devoted to the other business during securities trading hours: 1 hour. Duties related to other business: Recommend insurance products designed to address the life, disability, and long-term care insurance needs of clients.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-17

Designations

• Certified Financial Planner

Other Names

• Cristina Marie Campbell
• Cristina Campbell