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Christopher Charles Pollina

ALLIED BEACON WEALTH MANAGEMENT, LLC·RICHMOND, Virginia
SIE, Series 6, Series 7, Series 24, Series 63CFP5 years registeredALLIED BEACON WEALTH MANAGEMENT, LLC
1100 BOULDERS PARKWAY, RICHMOND, VA 23225CRD# 2552092Firm CRD# 134922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Charles Pollina · RICHMOND, VA
Registration
CRD #2552092 · ALLIED BEACON WEALTH MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

PORTFOLIO MEDICS, LLC
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · March 4, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CL WEALTH MANAGEMENT LLC
CRD 134922 · SEC 801-72701
AUM
$533M
Regulatory assets under management
Employees
44
2,003 client accounts
Services offered by CL WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CL WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Christopher Charles Pollina offer?
Christopher Charles Pollina specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Christopher Charles Pollina's credentials?
Christopher Charles Pollina holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Charles Pollina located?
Christopher Charles Pollina is based in RICHMOND, Virginia, working with ALLIED BEACON WEALTH MANAGEMENT, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Christopher Charles Pollina charge for services?
Christopher Charles Pollina's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIED BEACON WEALTH MANAGEMENT, LLC?
ALLIED BEACON WEALTH MANAGEMENT, LLC has approximately 44 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLIED BEACON WEALTH MANAGEMENT, LLC

Bjorn Jordan
SCHAUMBURG, IL
Robert Philip Mather
NEW YORK, NY
Roger Farrell Leibowitz
SCHAUMBURG, IL
Harvey Seward Martin
NEW YORK, NY
Howard Davis
NEW YORK, NY
Albert Akerman
NEW YORK, NY

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