Christopher M Maxey
Investment adviser representative at Continuum Advisory, LLC
11 yearsExperience
2 statesRegistered in
$1.9BFirm assets
10 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 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
11 years in the industry.
- Continuum Advisory, LLCNov 2022 to now
- Mosaic Financial GroupOct 2020 to now
- Kalos ManagementOct 2020 to Nov 2022
- Kalos Capital, Inc.Sep 2020 to Nov 2022
- Pt SolutionsAug 2018 to Mar 2023
- Pmb Capital Management LLC dba Brookstone FinancialMar 2018 to Oct 2020
- Center Street Securities, Inc.Jan 2018 to Oct 2020
- Vanderbilt Bone & JointAug 2016 to Jan 2018
- Ufit Fitness StudioAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, ID).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 6899128
- Firm CRD
- 283155