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Christopher Mark Bryan

PINE VALLEY INVESTMENTS
MARLTON, NJ
·CRD# 4467279·24 years experience

Professional Summary

Christopher Mark Bryan is a registered financial advisor currently at PINE VALLEY INVESTMENTS located in Marlton, New Jersey. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

PINE VALLEY INVESTMENTS·CRD# 173995
RIA
10 E. Stow Rd. Suite 200, Marlton, NJ 08053
June 29, 2018 - Present
EQUITY SERVICES, INC.·CRD# 265
RIA
Media, PA
September 10, 2010 - May 4, 2018
EQUITY SERVICES, INC.·CRD# 265
BD
Media, PA
September 10, 2010 - May 4, 2018
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC·CRD# 126777
RIA
Conshohocken, PA
July 10, 2009 - November 22, 2010
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Conshohocken, PA
June 12, 2008 - September 3, 2010
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Conshohocken, PA
June 11, 2008 - September 3, 2010
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Conshohocken, PA
January 1, 2007 - June 9, 2008
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Conshohocken, PA
March 14, 2006 - June 9, 2008
EQUITY SERVICES, INC.·CRD# 265
BD
Montpelier, VT
September 13, 2002 - March 22, 2006

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Current Firm

PV
PINE VALLEY INVESTMENTS

MORAD, HARRY E | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | PINE VALLEY INVESTMENTS

CRD#: 173995 / SEC#: 801-80742
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)

Contact Information

Main Address

10 E. Stow Rd. Suite 200, Marlton, NJ 08053

Phone Number

(856) 334-8260

# of Employees

37

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- PINE VALLEY INVESTMENTS (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,785

AUM (Assets Under Management)

$2,674,263,421

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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.

UNION BENEFITS GROUP,INV REL,ROSETREE BUILDING 1,1400 N PROVIDENCE RD,STE 117,MEDIA,PA 19063,INSANCE,06/2008,160HRS/MO,DUR TRD HRS,LI, HI, DI,LTC AND DO SO UNDER THE NAME OF UNION BENEFITS GROUP,LLC*KEY ADVISORS,ROSETREE BUILDING 1,1400 N PROVIDENCE RD,STE 117,MEDIA,PA 19063,INV,REL,INS SALES, AGENT,08/01/2010,160+HRS/MO,DUR TRAD HRS, I AM AN AGENT TO SELL LIFE,HEALTH,ANN.,LTC, AND DIS. I DO SO UNDER THE DBA KEY ADVISORS*CMB FINANCIAL CONSULTING,634 MARION LANE,SWARTHMORE,PA 19081,NOT INVESTMENT RELATED,NOT MARKETED TO PUBLIC,FOR INCOME TAX PURPOSES ONLY,OWNER,02/01/2013,2 HRS/MO, NOT DUR TRD HRS,S CORP TO SEPARATE PERSONAL & BUSINESS FINANCES*RIDLEY PARK PRESBYTERIAN CHURCH,300 N. SWARTHMORE AVE., RIDLEY PARK, PA 19078NOT INVESTMENT RELATED, VOLUNTEER WORKING WITH LOCAL MIDDLE AND HS YOUTH/SUNDAY SCHOOL TEACHER,YOUTH GROUP LEADER,09/2011,12 HRS/MTH,NOT DURING TRADE HRS*RIDLEY UNITED SOCCER CLUB, 315 BUCHANAN AVE., FOLSOM, PA 19033, NOT INVESTMENT RELATED, ASSISTING WITH CURRICULIM DEVELOMENT PROGRAMS, DIRECOTR OF GROWTH 7 DEVELOPMENT/COACH U8 GIRLS SOCCER, 9/2013, 8 HRS/MTH, NOT DURING TRADE HRS, ATTEND MTHLY BOARD MEETING SET SEASONAL CALENDAR AND TRAINING SCHEDULES*KNOCKERBALL PHILADELPHIA,LLC,4368 CRESSON STREET #205, PHILADELPHIA, PA 19127,NOT INVESTMENT RELATED,MANAGING MEMBER,09/2015,8 HRS/ MTH,NOT DURING TRADE HRS,OVERSIGHT OF GROWTH & DEVELOPEMENT*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 1,1400 N PROVIDENCE RD., STE 117,MEDIA,PA 19063,INV REL,INSURANCE,AGENT,ONGOING 01/01/2018,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP.

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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".
PV
PINE VALLEY INVESTMENTS

MORAD, HARRY E | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | PINE VALLEY INVESTMENTS

CRD#: 173995 / SEC#: 801-80742
RIA
Registered Investment Advisory firm - SEC (1/8/2015 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.
IAR
New Jersey
(6/29/2018)

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 65 — Uniform Investment Adviser Law Examination

Passed Dec 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2002About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Mark Bryan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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