Christopher Douglass has been Managing Partner and Chief Compliance Officer of Stage 2 Planning Partners since January 2025, is a control person of the firm and directly owns between 50% and 75% of it. Christopher Douglass holds a Bachelor's degree in Business from State University of New York.
Stage 2 Planning Partners LLC is a S Burlington, VT firm with $106M under management, 308 clients and 2 advisers in one office, as of its June 2026 filing.
Christopher Douglass is Managing Partner of Stage 2 Planning Partners, based in South Burlington, Vermont. His specialties are retirement and financial planning, wealth management and investment advice, and he has decades of experience in these areas. He grew up in a family-owned business.
Christopher Douglass’ longest registration was 14 years at NFP Advisor Services, LLC (2002–2016). Before joining Stage 2 Planning Partners in 2023, Christopher Douglass was registered through Stage 2 Planning Partners and Kestra Advisory Services, LLC.
- – present · 3 yearsS Burlington, VT · Adviser representative · Firm CRD 323281
- Stage 2 Planning Partners– · 6 yearsSouth Burlington, VT · Adviser representative · Firm CRD 284590
- Kestra Advisory Services, LLC– · under a yearSouth Burlington, VT · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 14 yearsSouth Burlington, VT · Adviser representative · Firm CRD 42046
Professional designations
Listed by Stage 2 Planning Partners
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Christopher Douglass is registered as an investment adviser representative in 3 states. The first approvals date from January 2023; the most recent is Florida, in March 2023.
- FloridaSince 17 March 2023
- New YorkSince 4 January 2023
- VermontSince 3 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 5 September 2003 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 September 2000 |
| Series 7 | General Securities Representative Examination | 3 December 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 September 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 September 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher Alan Douglass
- CRD
- 2505358
- Firm
- Stage 2 Planning Partners · CRD 323281
- Role
- Managing Partner and Chief Compliance Officer
- Office
- 1233 SHELBURNE RD E6, S Burlington, VT 05403
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stage2planning.com
Where does Christopher Douglass work?
Christopher Douglass has been Managing Partner and Chief Compliance Officer of Stage 2 Planning Partners LLC since January 2025, and is a control person of the firm.
Is Christopher Douglass a financial advisor?
Yes. Christopher Douglass has a current investment-adviser registration in Florida, New York and Vermont, through Stage 2 Planning Partners since January 2023.
How many years of experience does Christopher Douglass have?
Christopher Douglass has 24 years in the financial industry, since May 2002, across 4 adviser firms.
What exams has Christopher Douglass passed?
Christopher Douglass has passed 6 licensing exams: the Series 63, Series 6, Series 65, Series 7, Series 26 and Series 24. The earliest, the Series 63, was passed in September 1994. FINRA credited Christopher Douglass with the SIE, which began in October 2018.
Where did Christopher Douglass work before Stage 2 Planning Partners?
Before Stage 2 Planning Partners, Christopher Douglass was registered through Kestra Advisory Services, LLC, April 2016 to September 2016; NFP Advisor Services, LLC, May 2002 to September 2016.
Where is Christopher Douglass based?
Christopher Douglass’ registered office is in S Burlington, VT.
Is Christopher Douglass registered with FINRA?
No. Christopher Douglass has no current broker registration.
How can I verify Christopher Douglass’ record?
Search CRD 2505358 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Douglass’ full registration record.
