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Inactive

Cole Christopher Fritz

Steward Advisors Group, LLC

Halfmoon, NY

Denver, CO

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Current Employers
Steward Advisors Group, Llc

139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-16
  • NY RA
    APPROVED
    Since 2025-09-16

Branch Locations

139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sonrise Mountain Ranch Cimarron CO 05/2017 08/2017
The Lion Project Denver CO 10/2017 01/2019
Lion Media Group Denver CO 01/2019 06/2019
Crosspurpose Denver CO 06/2019 01/2021
Crosspurpose Denver CO 01/2021 02/2023
Crosspurpose Denver CO 02/2023 07/2025
Steward Advisor Group Clifton Park NY 09/2025 Present
Wheaton College Wheaton IL 08/2013 05/2017
  • 05/2017 → 08/2017
    Sonrise Mountain Ranch
    Cimarron, CO
  • 10/2017 → 01/2019
    The Lion Project
    Denver, CO
  • 01/2019 → 06/2019
    Lion Media Group
    Denver, CO
  • 06/2019 → 01/2021
    Crosspurpose
    Denver, CO
  • 01/2021 → 02/2023
    Crosspurpose
    Denver, CO
  • 02/2023 → 07/2025
    Crosspurpose
    Denver, CO
  • 09/2025 → Present
    Steward Advisor Group
    Clifton Park, NY
  • 08/2013 → 05/2017
    Wheaton College
    Wheaton, IL
Other Businesses

1. CrossPurpose 2. No 3. 3050 Richard Allen Ct. Denver CO 80205 4. Nonprofit 5. Independent Contractor 6. July 29, 2025 7. 4 hours/month 8. Ad hoc requests related to technology, data management, IT, and project management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-18
  • S65 Uniform Investment Adviser Law Examination
    2025-08-18
Other Names
  • Cole Fritz

View on SEC IAPD

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PFS INVESTMENTS INC.
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J.P. MORGAN SECURITIES LLC

Other Investors

DEREK A. KESSEN
JOSEPH RUSSELL HENDERSON
DONALD EDWARD SIMMONS
BENJAMIN J SIMMONS
ZACHARY JOHN HOLDSWORTH
MATTHEW T STANKUS
AARON MATTHEW BATKAY
Amy Lyn Taylor

Other Offices

SIMMONS CAPITAL GROUP · HALFMOON, NY
SIMMONS CAPITAL GROUP · HALFMOON, NY
OPTIMUS WEALTH MANAGEMENT GROUP, INC. · CLIFTON PARK, NY
OSAIC WEALTH, INC. · Clifton Park, NY
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC · CLIFTON PARK, NY
PFS INVESTMENTS INC. · CLIFTON PARK, NY
OSAIC WEALTH, INC. · CLIFTON PARK, NY
PFS INVESTMENTS INC. · CLIFTON PARK, NY

More in Halfmoon, NY

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