Christopher Robert Kristian

Employer firm

Legacy Investment Advisors Inc. CRD 124554

$5.84M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2000 → Present
  Legacy Investment Advisors, Inc.
  Braintree, MA
• 03/2008 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Braintree, MA

Other Businesses

1-TWG INSURANCE AGENCY LLC; NON-INVESTMENT RELATED; 100 GRANDVIEW RD. 5412; INSURANCE BROKERAGE; EVP; 6/2007; 90 HRS/MONTH; 2-3 HRS/DAY; NO COMPENSATION; CASE DESIGN UNDERWRITING. 2)Legacy Investment Advisors;investment related;100 Grandview Rd,Suite 412;investment advisor;rep/president;1995;6.5 hrs during trading;rep,president 3)255 Grossman Drive;not investment related;266 Grossman Drive,Braintree,MA;jointly owned real estate;9/9/2021;0 hrs/month;0 hrs during trading;hope to make money when property cash flows and subsequently sold 4)Sails Call LLC;not investment related;15 Horseshoe Ln,Marshfield,MA;pleasure sailing,charitable activities;single member LLC;2/2018;0 hrs/month;0 hrs during trading;established LLC for liability purposes associated with guests on board from different charities

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1987-10-13

Other Names

• Chris Kristian