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Christopher Drew Pepin

Waypoint Strategic Wealth LLC

West Stuart, FL

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Current Employers
Waypoint Strategic Wealth Llc

West Stuart, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
  • FL RA
    APPROVED
    Since 2026-07-16

Branch Locations

West Stuart, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Investments, Inc. Stamford CT 04/2011 05/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2024
Waypoint Strategic Wealth Llc West Stuart FL 06/2024 Present
  • 04/2011 → 05/2024
    Fidelity Investments, Inc.
    Stamford, CT
  • 07/2018 → 05/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2024 → Present
    West Stuart, FL
Previous Registrations
  • 2018-07-13 → 2024-05-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-05-31 → 2018-07-13
    Stamford, CT
  • 2009-06-30 → 2010-06-28
    Chase Investment Services Corp.
    Scarsdale, NY
  • 2006-05-22 → 2009-05-18
    Stamford, CT
    Norwalk, CT
    Darien, CT
    Norwalk, CT
    Westport, CT
    Bridgeport, CT
    Norwalk, CT
    Trumbull, CT
    Norwalk, CT
    Fairfield, CT
    Norwalk, CT
    Rowayton, CT
    Norwalk, CT
    Fairfield, CT
  • 2001-03-07 → 2006-05-19
    Fairfield, CT
    Monroe, CT
Other Businesses

1) Licensed Insurance Agent; Not-Investment Related; Same as reported business location; Insurance Sales; Insurance Agent; 06/2025; Implementations of insurance recommendations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
S63 Uniform Securities Agent State Law Examination 1993-08-23
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1993-08-23
Other Names
  • Chris Pepin

View on SEC IAPD

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