Christopher David Colon
Investment adviser representative at Parkway Wealth Management Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Parkway Wealth Management Group, LLCApr 2025 to now
- Cabot Lodge Securities LLCApr 2025 to Jun 2025
- Parkway Wealth Management GroupApr 2018 to Mar 2025
- Raymond James Financial Services Advisors Inc.Apr 2018 to Mar 2025
- Raymond James Financial Services, Inc.Apr 2018 to Mar 2025
- Morgan StanleyDec 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkway Wealth Management Group, LLC
$1.2BAssets managed
1,342Clients
18Advisers
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
- 6145464
- Firm CRD
- 333971