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Christopher Paul Lein

Thepartners Wealth Management

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About Christopher Paul Lein

Christopher Lein is a financial advisor with ThePartners Wealth Management. Christopher has been in the financial industry since 2003, and has a strong understanding of the investment landscape. Christopher is also a Registered Investment Advisor (RIA).

Firm Information

Christopher Lein is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

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.

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tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

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 Lein’s Registration & Firm History

FL

08/09/2023 - Present

Thepartners Wealth Management (Ponte Vedra Beach FL)

FL

08/10/2023 - 10/16/2023

PURSHE KAPLAN STERLING INVESTMENTS (Ponte Vedra Beach FL)

FL

01/12/2018 - 08/15/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PONTE VEDRA BEACH FL)

FL

11/22/2006 - 01/12/2018

WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)

FL

07/29/2003 - 11/27/2006

MORGAN STANLEY DW INC. (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 10/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/20/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 07/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Paul Lein. Review regulatory record here.
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