Christopher David Collins
Financial advisor at Assetmark, Inc · Sarasota, FL
Last updated 2026-10-10
Claim your profileChristopher David Collins is a financial advisor at Assetmark, Inc in Sarasota, FL, CRD 5719014. Licenses and exams on the registration: Series 66. IAPD registration began 2010-07-08.
Registration
- CRD number
- 5719014
- Registration status
- Active
- IAPD registration
- 2010-07-08
- Industry Experience
- 16 years
- Work Experience
- 17 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2010-02 to 2018-06 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Chicago, IL
- 2009-09 to 2018-06 · Bank of America Corp · Chicago, IL
- 2018-06 to 2020-11 · Iht Wealth Management LLC · Chicago, IL
- 2018-10 to 2020-11 · Lpl Financial LLC · Chicago, IL
- 2020-11 to 2021-11 · Jpmorgan Chase Bank, N.A. · Chicago, IL
- 2020-11 to 2021-11 · J.P. Morgan Securities LLC · Chicago, IL
- 2009-09 to 2018-06 · Merrill Lynch · Chicago, IL
- 2021-11 to Present · Assetmark Brokerage, LLC · Sarasota, FL
- 2021-11 to Present · Assetmark Financial Holdings, Inc. · Sarasota, FL
- 2021-11 to Present · Assetmark, Inc · Sarasota, FL
Current employment
- Assetmark, Inc. · Concord, CA
Assetmark, Inc
- Regulatory AUM
- $91,760,148,020
- Registered advisors
- 220
- Offices
- 121
- Clients per advisor
- 2074.8 (Very high)
- Average AUM per client
- $201K (Low)
- High-net-worth client ratio
- 2.6% (Low)
Assetmark, Inc: advisors, services and reported ETF investments
About
Christopher David Collins is a financial advisor at Assetmark, Inc. in Sarasota, FL. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 17 years of reported work history. Reported roles include Assetmark Brokerage, LLC, Assetmark Financial Holdings, Inc., Jpmorgan Chase Bank, N.A., J.P. Morgan Securities LLC, among others.
SEC disclosures list additional business and community activities: Assetmark Financial Holdings: (parent company) - in concord, ca - investment related - employment start date 11/2021 - 160 hrs / monthly - financial institutional consultant of assetmark, inc; - a registered investment adviser - in concord ca - affiliate of assetmark brokerage, llc.
Assetmark, Inc's firm-level Form ADV reports 220 advisors across 121 offices; approximately 2074.8 clients per advisor, average assets per client of $201,029, and regulatory AUM of $91.8B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Insurance companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $37.1B across 1,099 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher David Collins personally.
Reported ETF positions
Assetmark reports 1,099 ETF positions worth $37.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $3.7B |
| VOO — Vanguard S&P 500 ETF | $2.8B |
| MGV — Vanguard Morningstar Mega Cap Value ETF | $2.6B |
| VBR — Vanguard Morningstar Small-Cap Value ETF | $1.2B |
| MINT — PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $1B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Assetmark's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $67M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $113.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $121.6M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $77.7M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Assetmark, Inc on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Engaged in Other Business
- Other Business Is Primary Business
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
Location
Sarasota, FL
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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