Christopher B Burt

CRD 2415887 · Wells Fargo Advisors · Sarasota, FL

IA RegisteredBroker

Also appears in the source record as: Chris Burt; Christopher Beeman Burt; Christopher Burt

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 7TOSIESeries 7Series 6Series 66Series 65Series 63
Registered states (47): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2415887 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (12)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Sarasota, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Sarasota, FL · BC capacity

start not retrieved → present
Thrivent Investment Management Inc.
Colorado Springs, CO · IA capacity

Aug 4, 2020 → Nov 26, 2021
Thrivent Investment Management Inc.
Colorado Springs, CO · BC capacity

Jul 13, 2020 → Nov 26, 2021
Charles Schwab & Co., Inc.
Lone Tree, CO · IA capacity

Jan 19, 2018 → May 14, 2018
Charles Schwab & Co., Inc.
Lone Tree, CO · BC capacity

Dec 12, 2016 → May 14, 2018
Schwab Wealth Investment Advisory, Inc.
Lone Tree, CO · IA capacity

Jun 14, 2016 → Mar 29, 2018
Schwab Private Client Investment Advisory, Inc.
Lone Tree, CO · IA capacity

May 11, 2016 → May 11, 2016
Franklin/Templeton Distributors, Inc.
San Mateo, CA · BC capacity

Oct 28, 2005 → Oct 13, 2009
Ofi Private Investments Inc
New York, NY · IA capacity

Aug 6, 2004 → Oct 10, 2005
Oppenheimerfunds Distributor, Inc.
New York, NY · BC capacity

Dec 3, 2003 → Oct 10, 2005
Janus Distributors LLC
Denver, CO · BC capacity

Jun 22, 1994 → Aug 25, 2003

Source & corrections

Where this page comes from

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