Christopher Ian Dorsey

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 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

• 11/2015 → 07/2017
  Courage Miller Partners
  Norfolk, VA
• 11/2017 → 11/2018
  Raymond James Financial Services, Inc./The Pinnacle Group
  Virginia Beach, VA
• 09/2017 → 11/2017
  Paul'S Pressure Washing
  Virginia Beach, VA
• 11/2018 → 09/2020
  Wells Fargo Advisors
  Norfolk, VA
• 09/2020 → 10/2022
  Heritage Wealth Management Group
  Norfolk, VA
• 09/2020 → 10/2022
  Heritage Wealth Management Group, Ltd
  Norfolk, VA
• 07/2017 → 09/2017
  N/A
  N/A, VA
• 10/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-10-01 → 2022-10-03
  Heritage Wealth Management Group, Ltd
  Norfolk, VA
• 2018-11-26 → 2020-09-24
  Wells Fargo Clearing Services, Llc
  Virginia Beach, VA
• 2017-11-13 → 2018-11-28
  Raymond James Financial Services Advisors, Inc
  Virginia Beach, VA
• 2016-01-13 → 2017-07-12
  Courage Miller Partners, Llc
  Norfolk, VA
• 2011-06-06 → 2015-12-01
  Charles Schwab & Co., Inc.
  Glen Allen, VA
  Virginia Beach, VA
  Glen Allen, VA
• 2008-11-20 → 2011-05-06
  Edward Jones
  Midlothian, VA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-10-24

Other Names

• Christopher Dorsey
• Chris Dorsey