Financial advisor
CHRISTOPHER JOHN HITZMAN
At Waverly Advisors · Metairie, LA · Mandeville, LA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| TruWealth Advisors | TruWealth Advisors | Waverly Advisors | Acquisition | April 28, 2026 | $3.1B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | Investment adviser | May 7, 2026 | Current |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | July 22, 2020 | March 1, 2024 |
| TRUWEALTH ADVISORS, LLC | Investment adviser | July 17, 2020 | April 24, 2026 |
| AMERIPRISE FINANCIAL SERVICES, LLC. | Investment adviser | January 22, 2014 | July 22, 2020 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | January 21, 2014 | July 22, 2020 |
| METLIFE SECURITIES INC. | Investment adviser | February 15, 2006 | January 30, 2014 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | January 18, 2006 | July 9, 2007 |
| METLIFE SECURITIES INC. | Broker-dealer | January 18, 2006 | January 30, 2014 |
| EDWARD JONES | Broker-dealer | February 27, 2002 | January 19, 2006 |
| BANC ONE SECURITIES CORPORATION | Broker-dealer | February 23, 2001 | February 22, 2002 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.