Chief Operating Officer · Thepartners Wealth Management
CHRISTOPHER P. LEIN
CRD 1433201 · Named on Form ADV at one SEC-registered adviser
At a glance
Thepartners Wealth Management, an SEC-registered wealth manager based in Carmel by the Sea, CA with $1.2 billion in regulatory assets, lists CHRISTOPHER P. LEIN on its Form ADV as Chief Operating Officer.
Firms and roles
- Thepartners Wealth ManagementChief Operating OfficerWealth manager · Carmel by the Sea, CA · $1.2B in regulatory assets
AtlasMembers
CHRISTOPHER’s stakes and control
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- Ownership stake at the firm
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- Control-person status
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Colleagues named on the same filings
- Gregory A. RutherfordChief Executive Officer / Managing Member, Thepartners Wealth Management
- Gary B. GordonPresident, Thepartners Wealth Management
- Andrew T. LucichChief Compliance Officer, Thepartners Wealth Management
- Justin BalasChief Investment Officer, Thepartners Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For CHRISTOPHER’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.