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Chief Investment Officer, Vice President, · Apex Strategic Wealth, LLC

Christopher A. Taylor

CRD 5778712 · Named on Form ADV at one SEC-registered adviser

At a glance

Apex Strategic Wealth, LLC, an SEC-registered wealth manager based in Chattanooga, TN with $292 million in regulatory assets, lists Christopher A. Taylor on its Form ADV as Chief Investment Officer, Vice President,, a control person.

Firms and roles

  • Apex Strategic Wealth, LLCChief Investment Officer, Vice President,Wealth manager · Chattanooga, TN · $292M in regulatory assets

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert L. PragnellChief Executive Officer / Chief Compliance Officer / Owner/ President, Apex Strategic Wealth, LLC
  • Brandi N. BoldenChief Operating Officer/ Chief Financial Officer/ Secretary,, Apex Strategic Wealth, LLC
  • John T. GarmanyPartner, Apex Strategic Wealth, LLC

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.