Christopher Nicholas Gacom
Investment adviser representative at Greenline Wealth Management
14 yearsExperience
2 statesRegistered in
$117MFirm assets
Under 1 yearFirm 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 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
14 years in the industry.
- Greenline Ventures LLCJul 2025 to now
- Greenline Wealth ManagementJul 2024 to now
- Greenline Asset Management LLCSep 2020 to now
- Greenline Insurance LLCAug 2018 to now
- Greenline Wealth Management LLC dba Greenline Wealth ManagementAug 2018 to now
- Adp Broker Dealer Inc.Jul 2017 to Jul 2018
- American FundsMay 2016 to Jun 2017
- American Funds Distributors, Inc.Jun 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Greenline Wealth Management
Legal name: Greenline Wealth Management LLC
$117MAssets managed
247Clients
7Advisers
Under 1 yearIn 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
- 5910559
- Firm CRD
- 298397