Unclaimed Profile

Christopher Lee Perego

CRESTMONT PRIVATE WEALTH LLC·LAKEWAY, Texas

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record18 years registeredCRESTMONT PRIVATE WEALTH LLC

13215 BEE CAVE PARKWAY, LAKEWAY, TX 78738CRD# 4007830Firm CRD# 304170

Profile Verification

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

Identity

Christopher Lee Perego · LAKEWAY, TX

Registration

CRD #4007830 · CRESTMONT PRIVATE WEALTH LLC · 18 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2021 – present

CRESTMONT PRIVATE WEALTH LLC

May 2019 – Mar 2020

Houston, TX

AVONDALE WEALTH MANAGEMENT LLC

Dec 2017 – Sep 2019

Houston, TX

STAVIS & COHEN FINANCIAL

Jan 2016 – Nov 2016

HOUSTON, TX

LPL FINANCIAL LLC

Jul 2012 – Sep 2015

HOUSTON, TX

BBVA WEALTH SOLUTIONS INC.

Nov 2010 – Aug 2012

HOUSTON, TX

CONDERA SECURITIES, LLC

Sep 2007 – May 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 10, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESTMONT PRIVATE WEALTH LLC

CRD 304170 · SEC 801-117388

AUM

$257M

Regulatory assets under management

Employees

616 client accounts

Services offered by CRESTMONT PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESTMONT PRIVATE WEALTH LLC →

Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKEWAY?

Browse all registered financial advisors in LAKEWAY, Texas or claim this profile if it's yours.

Browse LAKEWAY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christopher Lee Perego offer?

Christopher Lee Perego specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKEWAY, Texas for a consultation.

What are Christopher Lee Perego's credentials?

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

Where is Christopher Lee Perego located?

Christopher Lee Perego is based in LAKEWAY, Texas, working with CRESTMONT PRIVATE WEALTH LLC. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.

How does Christopher Lee Perego charge for services?

Christopher Lee Perego'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 CRESTMONT PRIVATE WEALTH LLC?

CRESTMONT PRIVATE WEALTH LLC has approximately 5 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →