Christopher Thomas has been Partner & Wealth Advisor of Atlantic Private Wealth since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Atlantic Private Wealth, LLC is a Chapel Hill, NC firm with $894M under management, 208 clients and 4 advisers in one office, as of its July 2026 filing.
Christopher Thomas’ longest registration is the current one, 5 years at Atlantic Private Wealth since 2021. Before joining Atlantic Private Wealth in 2021, Christopher Thomas was registered through Goldman Sachs Personal Financial Management and Cetera Advisor Networks LLC.
- Atlantic Private Wealth, LLCCurrent– present · 5 yearsChapel Hill, NC · Adviser representative · Firm CRD 311517
- Goldman Sachs Personal Financial Management– · 2 yearsChapel Hill, NC · Adviser representative · Firm CRD 134600
- Cetera Advisor Networks LLC– · under a yearRaleigh, NC · Adviser representative · Firm CRD 13572
- Securian Financial Services, Inc.– · under a yearDurham, NC · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Christopher Thomas is registered as an investment adviser representative in North Carolina, since May 2021.
- North CarolinaSince 21 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 September 2017 |
| Series 7 | General Securities Representative Examination | 11 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Daniel Thomas
- CRD
- 6753241
- Firm
- Atlantic Private Wealth · CRD 311517
- Role
- Partner & Wealth Advisor
- Office
- 308 WEST ROSEMARY STREET, SUITE 301, Chapel Hill, NC 27516
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Christopher Thomas work?
Christopher Thomas has been Partner & Wealth Advisor of Atlantic Private Wealth, LLC since January 2026.
Is Christopher Thomas a financial advisor?
Yes. Christopher Thomas has a current investment-adviser registration in North Carolina, through Atlantic Private Wealth since May 2021.
How many years of experience does Christopher Thomas have?
Christopher Thomas has 9 years in the financial industry, since August 2017, across 4 adviser firms.
What exams has Christopher Thomas passed?
Christopher Thomas has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2017. FINRA credited Christopher Thomas with the SIE, which began in October 2018.
Where did Christopher Thomas work before Atlantic Private Wealth?
Before Atlantic Private Wealth, Christopher Thomas was registered through Goldman Sachs Personal Financial Management, April 2019 to May 2021; Cetera Advisor Networks LLC, January 2019 to March 2019; Securian Financial Services, Inc., October 2017 to March 2018.
Where is Christopher Thomas based?
Christopher Thomas’ registered office is in Chapel Hill, NC.
Is Christopher Thomas registered with FINRA?
No. Christopher Thomas has no current broker registration.
How can I verify Christopher Thomas’ record?
Search CRD 6753241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Thomas’ full registration record.
- Jessica RoeperChief Compliance Officer
- Andrew BlassFounder & Managing Director
- Joseph AcquanitaPartner & Wealth Advisor