Christopher Bryan
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 High Net Worth, Investment Management. Their firm serves 1,809 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2018Employment Separation After Allegations
May 2018Other 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
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Sageview Advisory Group, LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Equity Services, INC.Broker
State Registrations1 state
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.