CW
CW

Christopher Weber

15 Years of Experience
New York, NY
BrokerSells Insurance

Christopher Weber is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

437 Madison Avenue, 29th Floor, New York, NY, 10022

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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 ActivitiesSells Insurance

Christopher helps clients acquire disability insurance through other companies. This takes about 10-20% of his time.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2010 - Present · 16 yrs
Park Avenue Securities LLC
May 2010 - Present · 16 yrs
Park Avenue Securities LLCBroker
May 2010 - Present · 16 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - January 2009 · 1 mo
State Registrations20 states
AZCACOCTDCFLGAILINMAMINJNYOHPARITXUTVAWA
AdvisorBrokerBoth

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.