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Christopher Lee Stadler

Amerity Wealth Management, LLC

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About Christopher Lee Stadler

Christopher Stadler is a financial advisor registered with Amerity Wealth Management, LLC in Winter Garden, Florida. Christopher has over 7 years of experience in the financial services industry. Christopher holds Series 63, 66, 7, 9, and 10 licenses. Christopher is registered with the state of Florida. Christopher provides financial planning and portfolio management services to individuals and high net worth individuals. Christopher is also a licensed acrobat and performs acrobatic routines with a partner.

Firm Information

Christopher Stadler is currently registered with Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a registered investment adviser located in Lakeland, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm manages approximately $141 million in assets for 496 clients. Amerity Wealth Management, LLC also offers selection of other advisers as an advisory service. The firm has 10 licensed agents, 12 investment adviser representatives, and 14 investment advisory functions.
Amerity Wealth Management, LLC

4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5

LAKELAND, FL 33813

$141.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Stadler’s Registration & Firm History

FL

06/21/2024 - Present

Amerity Wealth Management, LLC (Winter Garden FL)

FL

12/22/2016 - 06/21/2024

CHARLES SCHWAB & CO., INC. (Orlando FL)

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Licenses & Designations

BOTH

Issued 06/10/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/21/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Lee Stadler.
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