Christopher Robert Dorsett
Investment adviser representative at Seamount Financial Group Inc
28 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$745.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- LPL Financial LLCMay 2025 to now
- Dorsett Wealth Management, LLC.Jan 2021 to now
- Seamount Financial Group, Inc.Dec 1998 to now
- Grove Point Investments, LLCOct 1999 to May 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Seamount Financial Group Inc
$745.2MAssets managed
501Clients
6Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3042525
- Firm CRD
- 107834