CG
CG

Christopher Garrison

22 Years of Experience
Needham, MA

Christopher Garrison is a registered investment advisor at Pinnacle Pension Consultants LLC, based in Needham, MA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 65 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$2.2B

Fee Structure

Investment management only (planning not offered)
One-Time Plan:$7,500 - $100,000
Hourly Rate:$100 - $500/hr
Loading...

Location

1492 Highland Avenue, Suite 9, Needham, MA, 02492

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Pinnacle Pension Consultants LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Planpilot
April 2020 - March 2022 · 1 yr 11 mos
Pinnacle Pension Consultants LLC
November 2017 - February 2020 · 2 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2011 - November 2016 · 5 yrs 7 mos
Fidelity Brokerage Services LLCBroker
January 2008 - February 2008 · 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
August 2006 - January 2008 · 1 yr 5 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 1998 - October 2005 · 7 yrs 7 mos
State Registrations1 state
MA
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.