CF
CF

Christopher S Freddo

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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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.

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Other Business Activities

Christopher is a board member and investment committee member at Comprehensive Learning Center LLC, a school for individuals with Autism, since September 2024. He spends minimal time helping with fundraising events.

Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Truist Advisory Services, INC.
September 2020 - November 2024 · 4 yrs 2 mos
Truist Investment Services, INC.Broker
September 2020 - November 2024 · 4 yrs 2 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2017 - January 2018 · 6 mos
Bb&t Investment Services, INC.Broker
June 2017 - January 2018 · 7 mos
PNC Investments
May 2006 - June 2008 · 2 yrs 1 mo
PNC InvestmentsBroker
August 2005 - June 2008 · 2 yrs 10 mos
Trillium Trading LLCBroker
May 2003 - April 2005 · 1 yr 11 mos
Heartland Securities CORP.Broker
January 2002 - June 2003 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
August 2000 - June 2001 · 10 mos
Ids Life Insurance CompanyBroker
August 2000 - June 2001 · 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Christopher S Freddo - Financial Advisor | TrueAdvisor