CG

Christopher E. Gildea

TOWER BRIDGE ADVISORS
West Conshohocken, PA 19428-2075
Some features on this profile are disabled
CRD#: 2252826
CG

Professional summary


Christopher Eugene Gildea is a registered financial advisor currently at TOWER BRIDGE ADVISORS located in West Conshohocken, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

CRS (Client Relationship Summary) - RIA


Click below to view Christopher Eugene Gildea's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 25, 2019 - Present

TOWER BRIDGE ADVISORS

Office #1: 300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075
RIA
CRD#: 115700
West Conshohocken, PA
Past

October 26, 2016 - April 30, 2018

PORTVIEW PARTNERS, LLC

RIA
CRD#: 284942
KENNETT SQUARE, PA
Past

September 10, 2010 - December 31, 2014

MERIT INVESTMENT MANAGEMENT

RIA
CRD#: 149663
WILMINGTON, DE
Past

March 18, 1997 - March 23, 2000

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

June 26, 1992 - February 24, 1997

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TB
TOWER BRIDGE ADVISORS
TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA
Registered Investment Advisory firm - (10/5/2001 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(10/25/2019)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


TB
TOWER BRIDGE ADVISORS
TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA
Registered Investment Advisory firm - (10/5/2001 Approved)
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Contact information


Main Address
300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075
Mailing Address
Phone number
(610) 260-2200
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (11 States and Territories)


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Regulatory assets under management


Total Number of Accounts805
AUM (Assets Under Management)$ 1,494,267,021

Red Flags


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Company Information


TOWER BRIDGE ADVISORS

CRD#: 115700West Conshohocken, PA 19428-2075

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