CM
CM

Christian Mccormick

9 Years of Experience
Stratham, NH
Broker

Christian Mccormick is a registered investment advisor at Bny Mellon Securities Corporation, based in Stratham, NH, with 9 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 3,734 clients with $8.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,734 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$8.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees vary by program sponsor and strategy, typically ranging from 0.00% to 0.50% annually, paid out of the wrap fee charged by the program sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Stratham, NH

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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 Activities

Christian owns rental property in Boston, MA. This activity is not investment-related.

Employment History
Current Registrations
Bny Mellon Securities Corporation
September 2022 - Present · 4 yrs 1 mo
Bny Mellon Securities Corporation
August 2022 - Present · 4 yrs 2 mos
Bny Mellon Securities CorporationBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
November 2016 - June 2022 · 5 yrs 7 mos
Columbia Management Investment Distributors, INC.Broker
October 2016 - June 2022 · 5 yrs 8 mos
State Registrations51 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.
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