Christopher Aaron Garrison
Professional Summary
Christopher Aaron Garrison is a registered financial advisor currently at PINNACLE PENSION CONSULTANTS LLC located in Needham, Massachusetts. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
PINNACLE PENSION CONSULTANTS LLC
Contact Information
Main Address
1492 Highland Ave. Suite 9, Needham, MA 02492Phone Number
(857) 302-4105# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$2,169,070,234Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PINNACLE PENSION CONSULTANTS LLC
State Registrations and Notice Filings
(4/24/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2011About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Aaron Garrison's CRS (Customer Relationship Summary).
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