Merrill
47yrs
Top advisor by experience in Cincinnati
21yrs
Christopher Moler
Full name on record: Christopher A Moler
Financial advisor at Janney Montgomery Scott
Based in Cincinnati, Ohio, Christopher Moler is a fiduciary financial advisor with 21 years of industry experience. Christopher has been with Janney Montgomery Scott since 2016; before that, Christopher spent ten years at Wells Fargo Advisors. Christopher holds the CFP® designation.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 63% of advisors nationwide
Office8044 Montgomery Road Suite 415, Cincinnati, OH 45236
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowJanney Montgomery Scott LLCCurrent firm
- 2006 – 2016Wells Fargo Clearing Services, LLCPreviously
Contact Christopher
(215) 665-6000Firm headquarters in Philadelphia, PA. Ask for Christopher. 8044 Montgomery Road Suite 415Cincinnati, OH 45236Office · Get directions Facebook pageJanney Montgomery Scott
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call Janney Montgomery Scott at (215) 665-6000 and ask for Christopher Moler. Christopher works from the Cincinnati, OH office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2006, about 21 years. More experience than 63% of advisors nationwide.
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?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Cincinnati
MAI Capital Management
46yrs
Top advisor by experience at MAI Capital Management
Wells Fargo Advisors
46yrs
Top 1% by experience in Cincinnati
Raymond James & Associates
46yrs
Top 1% by experience in Cincinnati
UBS Financial Services
46yrs
Richard Corman
Financial advisor
8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati