Christopher Duke Demetropoulos
Investment adviser representative at Modern Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 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
- Seminars and workshops
Experience
23 years in the industry.
- Modern Wealth Management, LLCDec 2024 to now
- Advisory Services NetworkJun 2020 to Dec 2024
- Lfm Wealth ManagementJun 2019 to Dec 2024
- Team Wealth InvestmentsFeb 2019 to Jun 2019
- HomemakingMay 2018 to Jan 2019
- Trillium Asset Management, LLCJul 2003 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 7227116
- Firm CRD
- 324624