AC
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Anthony Christ

39 Years of Experience
Ocean City, MD
4 Disclosures

Anthony Christ is a registered investment advisor at Odyssey Investments, LLC, based in Ocean City, MD, with 39 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $5.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$529K average
Assets Under Management
$5.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable. Qualified clients can pay 1% of assets plus 20% of capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

403 Bay Shore Drive, Bay Vista No.18, Ocean City, MD, 21842

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Denied
Customer Dispute
July 2000
Settled
Criminal
April 1978
Final Disposition
Criminal
April 1971
Final Disposition
Other Business Activities

Anthony manages Christ Family LLC, a real estate landlord, and Layton's Plaza LLC, a commercial real estate strip center, dedicating about 10-20% of his time to the former and a few hours per week to the latter. He also serves as Chairman for Brian's Song, performing live shows for children and soliciting donations, which takes about 10-20% of his time.

Employment History
Current Registrations
Odyssey Investments, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Capitol Securities Management, INC.
February 2013 - April 2021 · 8 yrs 2 mos
Capitol Securities Management, INC.Broker
February 2008 - April 2021 · 13 yrs 2 mos
American Wealth Management, INC.Broker
October 2001 - June 2008 · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2000 - September 2001 · 10 mos
Washington Securities CorporationBroker
October 2000 - December 2000 · 2 mos
Capitol Securities Management, INC.Broker
May 1995 - November 2000 · 5 yrs 6 mos
Voss & CO., INC.Broker
January 1993 - April 1995 · 2 yrs 3 mos
Berkeley Securities CorporationBroker
October 1987 - January 1991 · 3 yrs 3 mos
Gruntal & CO. IncorporatedBroker
October 1985 - May 1987 · 1 yr 7 mos
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
June 1984 - October 1985 · 1 yr 4 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.