CB
Christopher M. Bryan
PINE VALLEY INVESTMENTS
Marlton, NJ 08053
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CRD#: 4467279
CB
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.
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Mark Bryan's 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®
NoneExperience
Current
June 29, 2018 - Present
PINE VALLEY INVESTMENTS
Office #1: 10 E. Stow Rd. Suite 200, Marlton, NJ 08053RIA
CRD#: 173995
Marlton, NJ
Past
September 10, 2010 - May 4, 2018
EQUITY SERVICES, INC.
RIA
CRD#: 265
MEDIA, PA
Past
September 10, 2010 - May 4, 2018
EQUITY SERVICES, INC.
BD
CRD#: 265
MEDIA, PA
Past
July 10, 2009 - November 22, 2010
SAGEVIEW ADVISORY GROUP, LLC
RIA
CRD#: 126777
CONSHOHOCKEN, PA
Past
June 12, 2008 - September 3, 2010
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CONSHOHOCKEN, PA
Past
June 11, 2008 - September 3, 2010
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CONSHOHOCKEN, PA
Past
January 1, 2007 - June 9, 2008
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
CONSHOHOCKEN, PA
Past
March 14, 2006 - June 9, 2008
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
CONSHOHOCKEN, PA
Past
September 13, 2002 - March 22, 2006
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
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 - (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.Highlighted states indicate IAR registrations
IAR
New Jersey(6/29/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (1/8/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 E. Stow Rd. Suite 200, Marlton, NJ 08053
Mailing Address
Phone number
(856) 334-8260
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,152 |
| AUM (Assets Under Management) | $ 2,183,420,313 |
Red Flags
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