Unclaimed Profile

Christopher Edward Erblich

TFO WEALTH PARTNERS, LLC·MAUMEE, Ohio

Series 7, Series 63, Series 65Clean record21 years registeredTFO WEALTH PARTNERS, LLC

1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 4731912Firm CRD# 124407

Profile Verification

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

Identity

Christopher Edward Erblich · MAUMEE, OH

Registration

CRD #4731912 · TFO WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

TFO FAMILY OFFICE PARTNERS

Dec 2011 – present

TFO WEALTH PARTNERS

Oct 2004 – present

ONE TO ONE, LLC

Nov 2016 – Mar 2017

MAUMEE, OH

LPL FINANCIAL CORPORATION

Mar 2008 – Jul 2009

ST. LOUIS, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 13, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFO WEALTH PARTNERS, LLC

CRD 124407 · SEC 801-62074

AUM

$3.9B

Regulatory assets under management

Employees

4,670 client accounts

Services offered by TFO WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TFO WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Edward Erblich offer?

Christopher Edward Erblich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.

What are Christopher Edward Erblich's credentials?

Christopher Edward Erblich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Edward Erblich located?

Christopher Edward Erblich is based in MAUMEE, Ohio, working with TFO WEALTH PARTNERS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Christopher Edward Erblich charge for services?

Christopher Edward Erblich'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 TFO WEALTH PARTNERS, LLC?

TFO WEALTH PARTNERS, LLC has approximately 65 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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