Unclaimed Profile

Christopher Henry Hylen

WATER OAK ADVISORS, LLC·ORLANDO, Florida

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredWATER OAK ADVISORS, LLC

450 SOUTH ORANGE AVE. 4TH FLOOR - CNL CENTER, ORLANDO, FL 32801CRD# 2298614Firm CRD# 140486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Henry Hylen · ORLANDO, FL

Registration

CRD #2298614 · WATER OAK ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 2025 – present

HOWARD BAILEY SECURITIES, LLC

Jun 2023 – Nov 2023

FORT WAYNE, IN

PLANNING ALTERNATIVES LTD

Feb 2021 – May 2023

BIRMINGHAM, MI

SWAN GLOBAL INVESTMENTS, LLC

Sep 2018 – Feb 2021

Ann Arbor, MI

LPL FINANCIAL LLC

Nov 2013 – May 2016

NAPLES, FL

WATER OAK ADVISORS, LLC

Feb 2007 – Sep 2013

ORLANDO, FL

CAPITAL MANAGEMENT GROUP

Nov 2005 – Jan 2007

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 2, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATER OAK ADVISORS, LLC

CRD 140486 · SEC 801-66872

AUM

$2.2B

Regulatory assets under management

Employees

2,020 client accounts

Services offered by WATER OAK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATER OAK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Henry Hylen offer?

Christopher Henry Hylen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are Christopher Henry Hylen's credentials?

Christopher Henry Hylen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Henry Hylen located?

Christopher Henry Hylen is based in ORLANDO, Florida, working with WATER OAK ADVISORS, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Christopher Henry Hylen charge for services?

Christopher Henry Hylen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATER OAK ADVISORS, LLC?

WATER OAK ADVISORS, LLC has approximately 16 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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