Christopher David Collins
Investment adviser representative at Assetmark, Inc.
17 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Assetmark, Inc.Nov 2021 to now
- Assetmark Brokerage, LLCNov 2021 to now
- Assetmark Financial Holdings, Inc.Nov 2021 to now
- J.P. Morgan Securities LLCNov 2020 to Nov 2021
- JPMorgan Chase Bank, N.A.Nov 2020 to Nov 2021
- LPL Financial LLCOct 2018 to Nov 2020
- Iht Wealth Management LLCJun 2018 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2010 to Jun 2018
- Bank of America CorpSep 2009 to Jun 2018
- Merrill LynchSep 2009 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
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
- 5719014
- Firm CRD
- 109018