Christopher T Wheatley

CRD 5232048 · Wells Fargo Advisors · Wesley Chapel, FL

IA RegisteredBroker

Also appears in the source record as: Christopher T. Wheatley Jr; Christopher Thomas Wheatley Jr; Christopher Thomas Wheatley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (8): Florida · Georgia · Minnesota · Nevada · New Mexico · New York · North Carolina · South Carolina
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (15)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Wesley Chapel, FL · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Land O Lakes, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Wesley Chapel, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Land O Lakes, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Wesley Chapel, FL · IA capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Tampa, FL · IA capacity

May 30, 2019 → Jan 5, 2023
Fidelity Brokerage Services LLC
Tampa, FL · BC capacity

May 28, 2019 → Jan 4, 2023
Morgan Stanley
Tampa, FL · IA capacity

Jun 1, 2009 → May 8, 2019
Morgan Stanley
Tampa, FL · BC capacity

Jun 1, 2009 → May 8, 2019
Citigroup Global Markets Inc.
Tampa, FL · IA capacity

Nov 21, 2008 → Jun 1, 2009
Citigroup Global Markets Inc.
Tampa, FL · BC capacity

Nov 17, 2008 → Jun 1, 2009
Waddell & Reed, Inc.
Tampa, FL · IA capacity

Jan 10, 2008 → Jul 1, 2008
Waddell & Reed, Inc.
Tampa, FL · BC capacity

Jan 9, 2008 → Jul 1, 2008
Ameriprise Financial Services, Inc.
Tampa, FL · IA capacity

Apr 10, 2007 → Oct 18, 2007
Ameriprise Financial Services, Inc.
Tampa, FL · BC capacity

Feb 22, 2007 → Oct 18, 2007

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5232048 ↗ FINRA BrokerCheck record for CRD 5232048 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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