Christopher Mcgoldrick

ERIE, PA 16502

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CRD#: 6022477

Professional summary

Christopher Mcgoldrick was a registered financial advisor .

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 24, 2026 - Present

Office #1: 502 W. 7th Street, Suite 100, Erie, PA 16502

ERIE, PA

Past

June 19, 2019 - April 20, 2020

TOWERS WATSON INVESTMENT SERVICES, INC.

RIA

CRD#: 110473

Philadelphia, PA

Past

August 17, 2018 - April 23, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Philadelphia, PA

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
(9/24/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 5/13/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/17/2018

General Securities Representative Examination

Current firm

No current employment

Red Flags

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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Christopher Mcgoldrick

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TOWERS WATSON INVESTMENT SERVICES, INC.

FORESIDE FUND SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 5/13/2019

SIE

Passed: 10/1/2018

Series 7

Passed: 8/17/2018

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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