CA
CFP
CA
CFP

Christopher Andreach

31 Years of Experience
Red Bank, NJ
2 DisclosuresBroker

Christopher Andreach is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Red Bank, NJ, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

328 Newman Springs Road, Suite 380, Red Bank, NJ, 07701-5687

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History

Regulatory History (2)
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.
Regulatory
August 2004
Final
Employment Separation After Allegations
March 2004
Other Business Activities

Christopher owns a residential rental property/condominium through SLH44 LLC. He is also a board member for the Monmouth Arts Council of Red Bank, helping to organize art events and participate in strategic planning, dedicating minimal time to each activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
November 2021 - Present · 4 yrs 6 mos
RBC Capital Markets, LLCBroker
November 2021 - Present · 4 yrs 6 mos
RBC Capital Markets, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2021 - November 2021 · 2 mos
UBS Financial Services INC.
September 2021 - November 2021 · 2 mos
RBC Capital Markets, LLC
April 2004 - September 2021 · 17 yrs 5 mos
RBC Capital Markets, LLCBroker
April 2004 - September 2021 · 17 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1995 - March 2004 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1994 - March 2004 · 9 yrs 8 mos
State Registrations33 states
AZCACOCTDCDEFLGAIDILMAMDMEMINCNDNHNJNMNYOHORPARISCSDTNTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth

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.