Advisor at CMC Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CMC Wealth LLC
Location
Cranford, NJ 07016
Credentials
PFS™, Series 65
Industry experience
5 years
Christopher Colyer is a financial advisor at CMC Wealth LLC with five years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding CMC Wealth LLC in 2025, he worked at EisnerAmper Wealth Management & Corporate Benefits, LLC, Eisner Advisory Group LLC, and Wiss Private Client Advisors, LLC. He is also an accountant and owner of CMC Advisors LLC and operates as an independent licensed insurance agent. CMC Wealth LLC provides portfolio management services to individuals and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. The firm requires client approval for investment decisions and offers regular portfolio monitoring and reporting.
1.50% annually
Compensation from insurance product sales, but not primary source of advisory fees
214 Walnut Ave, Ste D
Cranford, NJ 07016
New Jersey
CMC Wealth LLC
2025 - Present (1 year)
CMC Advisors LLC
2025 - Present (1 year)
EisnerAmper Wealth Management & Corporate Benefits, LLC
2020 - 2023 (3 years)
Eisner Advisory Group LLC
2019 - 2025 (6 years)
Wiss Private Client Advisors, LLC
2017 - 2019 (2 years)
Wiss & Company
1999 - 2019 (20 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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