Christopher Estrada
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$45.1BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLCApr 2021 to now
- Bank of America, N.A.Sep 2019 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Apr 2021
- Liberty Group LLCFeb 2019 to Sep 2019
- Liberty Wealth Management LLCFeb 2019 to Sep 2019
- Bank of America, N.A.Oct 2017 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Feb 2019
- The Gardens At Heather FarmsApr 2017 to May 2017
- Foresters Financial ServicesMay 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 6497409
- Firm CRD
- 111147