Christopher David Carey

Oneseven

39 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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History

Regulatory History (1)

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Customer Dispute

July 2009

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent selling life, long-term care, and disability insurance. He also dedicates a significant amount of time to investment-related activities, including roles at Carey Dittoe Wealth Management, MGO One Seven LLC, C-Squared Financial Advisory Service, LLC, and Fortune Financial Services, Inc. Finally, Christopher owns Auto Racing Alley, an internet merchandise web store specializing in NASCAR racing gear, dedicating a few hours per week to it.