CM
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Christian Mccormick

9 Years of Experience
Broker

Christian Mccormick is a registered investment advisor at Bny Mellon Securities Corporation, based in Stratham, NH, with 9 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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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 · 3 yrs 7 mos
Bny Mellon Securities Corporation
August 2022 - Present · 3 yrs 8 mos
Bny Mellon Securities CorporationBroker
August 2022 - Present · 3 yrs 8 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

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Exams
No exam information available for this advisor.