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Christopher Bryan

Pine Valley Investments
23 Years of Experience
Marlton, NJ
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Christopher Bryan is a registered investment advisor at Pine Valley Investments, based in Marlton, NJ, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,113 clients with $2.7B in assets under management.

Pine Valley Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
33 advisors
Number of Clients
2,113 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.80%
$2.0M - $20.0M1.50%
$20.0M - $100.0M1.20%
$100M+1.00%

Fees are negotiable subject to management approval.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10 E. Stow Rd., Suite 200, Marlton, NJ, 08053

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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.
Customer Dispute
June 2018
Settled
Employment Separation After Allegations
May 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is involved with several outside business activities. He sells insurance products (life, health, disability, and long-term care) through Union Benefits Group, Key Advisors, and Evolution Financial Group, spending nearly full-time hours on these activities. Christopher also owns CMB Financial Consulting, volunteers at Ridley Park Presbyterian Church and Ridley United Soccer Club, and is a managing member of Knockerball Philadelphia, LLC.

Employment History
Current Registrations
Pine Valley Investments
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Esi Financial Advisors
September 2010 - May 2018 · 7 yrs 8 mos
Equity Services, INC.Broker
September 2010 - May 2018 · 7 yrs 8 mos
Sageview Advisory Group, LLC
July 2009 - November 2010 · 1 yr 4 mos
Financial Network Investment Corporation
June 2008 - September 2010 · 2 yrs 3 mos
Financial Network Investment CorporationBroker
June 2008 - September 2010 · 2 yrs 3 mos
Princor Financial Services Corporation
January 2007 - June 2008 · 1 yr 5 mos
Princor Financial Services CorporationBroker
March 2006 - June 2008 · 2 yrs 3 mos
Equity Services, INC.Broker
September 2002 - March 2006 · 3 yrs 6 mos
State Registrations1 state
NJ
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.
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