Unclaimed Profile

Christopher Arthur Fisher

ISTO ADVISORS, LLC·TROY, Michigan

SIE, Series 7, Series 8, Series 24, Series 63, Series 65CFAClean record23 years registeredISTO ADVISORS, LLC

2150 BUTTERFIELD DRIVE, TROY, MI 48084CRD# 2536338Firm CRD# 284560

Profile Verification

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

Identity

Christopher Arthur Fisher · TROY, MI

Registration

CRD #2536338 · ISTO ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ISTO ADVISORS, LLC

Sep 2016 – present

REGAL ADVISORY SERVICES, INC.

Sep 2012 – Oct 2016

LAKE FOREST, IL

NORTHSTAR FINANCIAL PARTNERS, INC.

Sep 2004 – Oct 2012

LAKE FOREST, IL

H&R BLOCK FINANCIAL ADVISORS, INC.

Jun 2003 – Sep 2004

BANNOCKBURN, IL

RSM MCGLADREY, INC.

Mar 2003 – Jun 2003

BANNOCKBURN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · March 10, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISTO ADVISORS, LLC

CRD 284560 · SEC 801-108409

AUM

$766M

Regulatory assets under management

Employees

2,383 client accounts

Services offered by ISTO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ISTO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Arthur Fisher offer?

Christopher Arthur Fisher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Christopher Arthur Fisher's credentials?

Christopher Arthur Fisher holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Arthur Fisher located?

Christopher Arthur Fisher is based in TROY, Michigan, working with ISTO ADVISORS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Christopher Arthur Fisher charge for services?

Christopher Arthur Fisher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ISTO ADVISORS, LLC?

ISTO ADVISORS, LLC has approximately 21 employees and manages $766M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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