Christopher Puher
Christopher Puher is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 21 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
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 is a consultant recommending life insurance products since 2016, dedicating a few hours per week. He is also a partner at Penn Global Marketing since August 2023, selling insurance-only products for about 10-20% of his time.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations41 states
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
More Advisors
- Joseph PetrilloGarden State Investment Advisory Services, LLC
- Donald MadiganGarden State Investment Advisory Services, LLC
- Scott Sari, CFPGarden State Investment Advisory Services, LLC
- Nicholas Magistro, CFPGarden State Investment Advisory Services, LLC
- Timothy McenenyGarden State Investment Advisory Services, LLC
- Michael AzzatoGarden State Investment Advisory Services, LLC