Christopher George Satalino

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 11/2024
  Wells Fargo Clearing Services, Llc
  Durham, NC
• 12/2022 → 11/2024
  Wells Fargo Bank, Na
  Durham, NC
• 12/2020 → 12/2022
  Policygenius
  Durham, NC
• 02/2020 → 12/2020
  Tsi Healthcare
  Chapel Hill, NC
• 10/2019 → 02/2020
  Phreesia
  Raleigh, NC
• 05/2013 → 10/2019
  Guilford County Emergency Medical Services
  Greensboro, NC
• 12/2024 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 12/2024 → Present
  Secu Brokerage Services
  Raleigh, NC
• 12/2024 → Present
  Credit Union Investment Services
  Raleigh, NC
• 12/2024 → Present
  State Employees' Credit Union
  Raleigh, NC

Previous Registrations

• 2023-03-16 → 2024-11-07
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Durham, NC
  Chapel Hill, NC
  Chapel Hill, NC

Other Businesses

State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 12/2024. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 12/2024. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-15
• S63 Uniform Securities Agent State Law Examination
  2023-02-21

Other Names

• Chris Satalino