Adam David Christopher
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Assetmark, Inc.Nov 2025 to now
- Assetmark Brokerage, LLCApr 2025 to now
- Assetmark Financial Holdings, IncFeb 2025 to now
- Principal Securities, Inc.Jun 2024 to Nov 2024
- StudentAug 2023 to May 2024
- Midlands FinancialJun 2022 to Aug 2023
- StudentAug 2020 to Jun 2022
- SubwayJun 2020 to Aug 2020
- StudentAug 2019 to Jun 2020
- LurveysJun 2019 to Aug 2019
- StudentAug 2018 to Jun 2019
- Oberweis DairyJun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7559832
- Firm CRD
- 109018