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Christopher Bradford Roop

SOLID POINT WEALTH ADVISORS, LLC·QUEENSBURY, New York
SIE, Series 6, Series 63, Series 65Clean record21 years registeredSOLID POINT WEALTH ADVISORS, LLC
9 KENYON DRIVE, QUEENSBURY, NY 12804CRD# 4902106Firm CRD# 323093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Bradford Roop · QUEENSBURY, NY
Registration
CRD #4902106 · SOLID POINT WEALTH ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SOLID POINT WEALTH ADVISORS, LLC
Sep 2022 – present
SANDHILL INVESTMENT MANAGEMENT
Feb 2021 – Jul 2022
Queensbury, NY
MANNING & NAPIER ADVISORS, LLC
Aug 2005 – Feb 2019
QUEENSBURY, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · August 3, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOLID POINT WEALTH ADVISORS, LLC
CRD 323093 · SEC 801-126623
AUM
$46M
Regulatory assets under management
Employees
6
96 client accounts
Services offered by SOLID POINT WEALTH ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SOLID POINT WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Christopher Bradford Roop offer?
Christopher Bradford Roop specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in QUEENSBURY, New York for a consultation.
What are Christopher Bradford Roop's credentials?
Christopher Bradford Roop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Bradford Roop located?
Christopher Bradford Roop is based in QUEENSBURY, New York, working with SOLID POINT WEALTH ADVISORS, LLC. Their office serves clients in the QUEENSBURY metropolitan area and surrounding communities.
How does Christopher Bradford Roop charge for services?
Christopher Bradford Roop'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 SOLID POINT WEALTH ADVISORS, LLC?
SOLID POINT WEALTH ADVISORS, LLC has approximately 6 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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QUEENSBURY, NY

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