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Christopher William Toro

Ep Wealth Advisors

Brighton, MI

Torrance, CA

CRD 7514834

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Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-06
MI RA APPROVED 2025-05-06
  • CA RA
    APPROVED
    Since 2025-05-06
  • MI RA
    APPROVED
    Since 2025-05-06

Branch Locations

135 West North Street, Brighton, MI 48116 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Pinnacle Sports Clarkston MI 06/2015 10/2017
Chipolte Mt Pleasant MI 10/2019 11/2019
Great Lakes Ace Hardware Lake Orion MI 03/2020 08/2020
Costco Auburn Hills MI 08/2020 01/2022
Hennion & Walsh Inc Parsippany NJ 03/2022 04/2025
Mphasis Tech Auburn Hills MI 10/2017 10/2019
Unemployed Auburn Hills MI 01/2022 03/2022
College Auburn Hills MI 11/2019 03/2020
Ep Wealth Advisors, Llc. Torrance CA 04/2025 Present
  • 06/2015 → 10/2017
    Pinnacle Sports
    Clarkston, MI
  • 10/2019 → 11/2019
    Chipolte
    Mt Pleasant, MI
  • 03/2020 → 08/2020
    Great Lakes Ace Hardware
    Lake Orion, MI
  • 08/2020 → 01/2022
    Costco
    Auburn Hills, MI
  • 03/2022 → 04/2025
    Hennion & Walsh Inc
    Parsippany, NJ
  • 10/2017 → 10/2019
    Mphasis Tech
    Auburn Hills, MI
  • 01/2022 → 03/2022
    Unemployed
    Auburn Hills, MI
  • 11/2019 → 03/2020
    College
    Auburn Hills, MI
  • 04/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-18
S63 Uniform Securities Agent State Law Examination 2022-08-18
  • S65 Uniform Investment Adviser Law Examination
    2025-04-18
  • S63 Uniform Securities Agent State Law Examination
    2022-08-18

View on SEC IAPD

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