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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Magnolia Private Wealth, LLC

Chris J. Roe

CRD 2865667 · Philadelphia, PA

At a glance

Chris J. Roe is an investment adviser representative with Magnolia Private Wealth, LLC in Philadelphia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chris’s SEC record dates to 2004, about 21 years ago. Designations on file: Personal Financial Specialist.

Current advisory firm

SEC adviser record

Registered since
2004 (21 years)
Designations
Personal Financial Specialist
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Chris’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.