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Christopher Warner

Vice President at Warner Financial in Bethesda, MD

Investment adviser registrationUpdated

Christopher Warner is Vice President of Warner Financial, Inc, an investment adviser managing $852M, and works from its Bethesda, MD office. Christopher Warner has been registered as an investment adviser representative through Warner Financial since 10 March 2011, has 18 years in the industry across 1 firm and has passed the Series 7.

18
Years in industry
15
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christopher Warner has been Vice President of Warner Financial since February 2017, is a control person of the firm and directly owns between 50% and 75% of it.

Warner Financial, Inc is a Bethesda, MD firm with $852M under management, 256 clients and 4 advisers in one office, as of its February 2026 filing.

  1. – present · 15 years
    Bethesda, MD · Adviser representative · Firm CRD 135303

Credentials and registrations

Investment adviser representative registrations

Christopher Warner is registered as an investment adviser representative in Maryland, since March 2011.

  • MarylandSince 10 March 2011

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 727 May 2008
Name
General Securities Representative Examination

Key facts

Full name
Christopher Michael Warner
CRD
5433126
Firm
Warner Financial · CRD 135303
Role
Vice President
Office
4550 MONTGOMERY AVE, SUITE 352N, Bethesda, MD 20814
Registration
Investment adviser registration
In the industry since
May 2008
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Christopher Warner work?

Christopher Warner has been Vice President of Warner Financial, Inc since February 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 February 2026

Is Christopher Warner a financial advisor?

Yes. Christopher Warner has a current investment-adviser registration in Maryland, through Warner Financial since March 2011.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christopher Warner have?

Christopher Warner has 18 years in the financial industry, since May 2008, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Christopher Warner passed?

Christopher Warner passed the Series 7 in May 2008. FINRA credited Christopher Warner with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Christopher Warner based?

Christopher Warner’s registered office is in Bethesda, MD.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Warner registered with FINRA?

No. Christopher Warner has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Christopher Warner’s record?

Search CRD 5433126 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Warner’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Warner Financial

Sources

  1. IAPD individual record, CRD 5433126, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Warner Financial, Inc, filed 9 February 2026. Title, control and ownership bands.