Christopher Andrew De Roetth
Professional Summary
Christopher Andrew De Roetth, who also goes by Chris Deroetth, Christopher Andrew Deroetth, is a registered financial advisor currently at ACCOUNT MANAGEMENT, LLC located in Hingham, Massachusetts. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Deroetth, Christopher Andrew Deroetth
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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
38 years in the financial services industry
Current & Past Employments
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Current Firm
ACCOUNT MANAGEMENT CORPORATION | ACCOUNT MANAGEMENT, LLC
Contact Information
Main Address
Boxford, MAPhone Number
(617) 236-4200# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
25AUM (Assets Under Management)
$106,244,499Similar Advisors
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Other business activities
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
ACCOUNT MANAGEMENT CORPORATION | ACCOUNT MANAGEMENT, LLC
State Registrations and Notice Filings
(7/18/2006)
(9/27/2007)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Andrew De Roetth's CRS (Customer Relationship Summary).
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