Christopher D. Ward
Professional summary
Christopher D Ward, who also goes by Christopher Dodge Ward, is a registered financial advisor currently at AVITY INVESTMENT MANAGEMENT INC. located in Greenwich, Connecticut.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher D Ward's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2022 - Present
AVITY INVESTMENT MANAGEMENT INC.
Office #1: 80 Field Point Rd., Greenwich, CT 06830-6416January 24, 2020 - July 12, 2022
G.DISTRIBUTORS, LLC
October 16, 2015 - December 31, 2019
G.RESEARCH, LLC
May 27, 2011 - September 25, 2015
MORGAN STANLEY
December 23, 2010 - September 25, 2015
MORGAN STANLEY
September 14, 2010 - January 7, 2011
GFI SECURITIES LLC
Primary Firm SEC Registration
AVITY INVESTMENT MANAGEMENT INC.
CRD#: 104623 / SEC#: 801-6449
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2022)
(8/17/2022)
Exams
Current Firm
AVITY INVESTMENT MANAGEMENT INC.
CRD#: 104623 / SEC#: 801-6449
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 796 |
| AUM (Assets Under Management) | $ 1,862,947,298 |
Red Flags
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