Supreme Alliance
47yrs
Top advisor by experience in Charlotte
22yrs
Christopher Todd
Financial advisor at Cetera Investment Advisers
Christopher Todd has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After six years at Summit Financial Group and six years at Capital Guardian Wealth Management, Christopher joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 25% by experience in Charlotte
Office215 N Pine Street Suite 410, Charlotte, NC 28202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2015 – 2021Summit Financial Group Inc.Previously
- 2009 – 2015Capital Guardian Wealth Management, LLCPreviously
- Jun 2009 – Sep 2009Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
- Jun 2004 – Jan 2006Morgan Stanley DW Inc.Previously
Contact Christopher
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Christopher. 215 N Pine Street Suite 410Charlotte, NC 28202Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Christopher Todd. Christopher works from the Charlotte, NC office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2004, about 22 years. Top 25% by experience in Charlotte.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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