Christopher Daniel Thomas
Investment Adviser Representative at Atlantic Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Daniel Thomas is an investment adviser representative with Atlantic Private Wealth, LLC in Chapel Hill, NC, where they have been registered since 2021. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Goldman Sachs Personal Financial Management and Cetera Advisor Networks LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Securian Financial Services, Inc.Jan 2017 – Aug 2017St. Paul, MN
- Securian Financial Services, Inc.Aug 2017 – Mar 2018St. Paul, MN
- North Star Resource GroupFeb 2017 – Aug 2017Durham, NC
- North Star Resource GroupAug 2017 – Mar 2018Durham, NC
- Minnesota Life Insurance Co.Aug 2017 – Mar 2018St. Paul, MN
- YMCAApr 2016 – Mar 2018Cary, NC
- William Peace UniversityAug 2013 – May 2017Raleigh, NC
- Cetera Advisor NetworksMar 2018 – Mar 2019El Segundo, CA
- Goldman Sachs Personal Financial ManagementMar 2019 – May 2021Newport Beach, CA
- Atlantic Private Wealth. LLCMay 2021 – no end date reportedChapel Hill, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Atlantic Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, tax-exempt retirement plans (TIAA-CREF & Fidelity), options strategies for low basis concentrated holdings, risk management and insurance, professional referral network (CPAs, estate attorneys, trustees, mortgage and asset-based lending), financial advice and planning including goals and cash flow analysis, budget/spending/saving analysis, income and estate tax strategies, business and trustee planning, and 401(k) and defined benefit plan design and investments.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chapel Hill, NC
- SEC file number:
- 801-120757
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at Atlantic Private Wealth, LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Daniel Thomas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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