CG
CFA
CG
CFA

Christopher Gagnier

13 Years of Experience
Bryn Mawr, PA
Broker

Christopher Gagnier is a CFA-designated registered investment advisor at Janney Montgomery Scott LLC, based in Bryn Mawr, PA, with 13 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

40 Morris Avenue, Suite 200, Bryn Mawr, PA, 19010

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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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Employment History
Current Registrations
Janney Montgomery Scott LLC
May 2021 - Present · 5 yrs 2 mos
Janney Montgomery Scott LLCBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Van Eck Securities CorporationBroker
May 2018 - May 2021 · 3 yrs
Proshare Advisors LLC
May 2015 - January 2019 · 3 yrs 8 mos
Profunds Distributors, INC.Broker
May 2015 - April 2018 · 2 yrs 11 mos
Calvert Investment Distributors, INC.Broker
June 2014 - April 2015 · 10 mos
AXA Advisors, LLC
October 2013 - May 2014 · 7 mos
AXA Advisors, LLCBroker
October 2012 - May 2014 · 1 yr 7 mos
First Investors CorporationBroker
July 2012 - September 2012 · 2 mos
State Registrations44 states
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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.