Christopher Congema has been Managing Member of Landmark Wealth Management since December 2014, is a control person of the firm and directly owns between 25% and 50% of it. Christopher Congema holds a BS from the School of Business, St. John's University and a Certificate Program in Financial Planning from C.W. Post.
Landmark Wealth Management, LLC is a Melville, NY firm with $442M under management, 296 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Christopher N. Congema works with clients of Landmark Wealth Management, LLC and has over 30 years in the financial services industry. He was licensed and trained at Merrill Lynch, spent over 10 years at Charles Schwab & Company, and joined Fidelity Investments in 2005. He left Fidelity to start Core-X Wealth Management, which merged into Landmark Wealth Management in 2015.
- – present · 5 yearsMelville, NY · Adviser representative · Firm CRD 158693
Professional designations
Listed by Landmark Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Congema is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Florida, in March 2022.
- FloridaSince 2 March 2022
- New YorkSince 11 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 December 1999 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 6 December 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 1995 |
| Series 7 | General Securities Representative Examination | 10 April 1995 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Norman Congema
- CRD
- 2590933
- Firm
- Landmark Wealth Management · CRD 158693
- Role
- Managing Member
- Office
- 95 BROADHOLLOW ROAD, SUITE 102, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- landmarkwealthmgmt.com
Where does Christopher Congema work?
Christopher Congema has been Managing Member of Landmark Wealth Management, LLC since December 2014, and is a control person of the firm.
Is Christopher Congema a financial advisor?
Yes. Christopher Congema has a current investment-adviser registration in Florida and New York, through Landmark Wealth Management since February 2021.
How many years of experience does Christopher Congema have?
Christopher Congema has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Christopher Congema passed?
Christopher Congema has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in April 1995.
Where is Christopher Congema based?
Christopher Congema’s registered office is in Melville, NY.
Is Christopher Congema registered with FINRA?
No. Christopher Congema has no current broker registration.
Is Christopher Congema a CFP?
Landmark Wealth Management lists Christopher Congema with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Christopher N. Congema biography, landmarkwealthmgmt.com
How can I verify Christopher Congema’s record?
Search CRD 2590933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Congema’s full registration record.
