Christopher William Toro
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 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
11 years in the industry.
- Ep Wealth Advisors, LLC.Apr 2025 to now
- Hennion & Walsh IncMar 2022 to Apr 2025
- UnemployedJan 2022 to Mar 2022
- CostcoAug 2020 to Jan 2022
- Great Lakes Ace HardwareMar 2020 to Aug 2020
- CollegeNov 2019 to Mar 2020
- ChipolteOct 2019 to Nov 2019
- Mphasis TechOct 2017 to Oct 2019
- Pinnacle SportsJun 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
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
- 7514834
- Firm CRD
- 111147