Christopher Patrick Cromer

Advisor at Merrill — Rome, GA Broad St

Updated today

Credentials

Series 63

Experience

29 years

Location

Rome, GA 30161

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,149 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Christopher Cromer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on managing clients' wealth by developing personalized financial strategies that align with their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive wealth management services.

Christopher's professional expertise centers on guiding individuals and families to achieve their financial objectives. He values learning about people's stories and prioritizes being of service to his clients and community. He maintains a commitment to community involvement, actively participating in volunteer activities within the communities Merrill serves.

He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned his High School Diploma from Cedartown. Outside of work, he enjoys golfing and spending time with his wife and four children.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Rome, GA Broad St

401 Broad St

Rome GA 30161

Advisors at this office

3

Most active in

Georgia · Texas

Work history

29 years of industry experience

Bank of America,N.A.

2011 - Present • 15 years

Rome, GA

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

2008 - Present • 18 years

Rome, GA

Wells Fargo Clearing

2008 - 2008 • 1 year

Rome, GA

A. G. Edwards & Sons, Inc.

2003 - 2008 • 5 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Johnathan P

Series 66

Rome, GA

BEEYOND Capital, LLC

Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Active portfolio management
user avatar

Christopher W

Series 63, Series 65, Series 66

Armuchee, GA

PRR Wealth Management

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Wilson works as a manufacturing sales engineer at Blair Engineering Southeast. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs a discretionary asset management approach that incorporates long and short positions across various securities and derivatives, using technical and quantitative methods to tailor portfolios to client needs.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments

Justin O

CFP®, CPA, PFS™

Rome, GA

Horizon Advisors, LLC

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Christian Faith Based Gen Y/Millennials (Born 1980-1995)
user avatar

James T

Series 66

Rome, GA

Summit Financial Group, LLC

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

General tax planning
user avatar

Randall D

Series 66

Adairsville, GA

Center For Wealth Management Advisory

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Business ownership considerations
user avatar

Don A

Series 65

Rome, GA

Corecap Advisors

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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