Christopher Szymanski
Christopher Szymanski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2345 Washington Street, Suite 101, Newton Lower Falls, MA, 02462
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Christopher sells life insurance as an agent since 2020 and receives referrals for various insurance products as a broker since 2016, dedicating a significant amount of time to these activities. He also works as an independent contractor for KTS Financial Group LLC, spending minimal time helping clients with financial planning needs.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
AXA Advisors, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
U.S. Wealth Advisors, LLC.Broker
Financial Network Investment CorporationBroker
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Wma Securities, INC.Broker
Nylife Securities INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations12 states
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