AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CR

Christopher Raymond Rodier

EQT PARTNERS BD
RADNOR, PA
·CRD# 7141337·3 years registered

Professional Summary

Christopher Raymond Rodier is a registered financial advisor currently at EQT PARTNERS BD, LLC located in Radnor, Pennsylvania. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2019. Christopher has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

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

More Resources

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
View profile
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Contact Information

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

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

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.

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Years of Experience

3 years registered in the securities industry

Current & Past Employments

Current

EQT PARTNERS BD, LLCCurrent·CRD# 322826
BD
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
January 10, 2024 - Present

Past

D.A. DAVIDSON & CO.Past·CRD# 199
BD
Newport Beach, CA
August 29, 2019 - August 30, 2019

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Current Firm

EP
EQT PARTNERS BD, LLC

EQT PARTNERS BD, LLC | EQTE BROKERAGE LLC

CRD#: 322826 / SEC#: 8-70966
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087

Mailing Address

Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087

Phone Number

(484) 531-7456

Established

Delaware since 07/28/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EQT REAL ESTATE HOLDINGS US, INC.SOLE MEMBER—
ALIPRANTIS, PETER DEMETRIOSCHIEF EXECUTIVE OFFICER & DIRECTOR2630932
BREEN, BARRY EAMONCHIEF COMPLIANCE OFFICER, SECRETARY, DIRECTOR—
HOUSHMAND, ALIDIRECTOR4980374
RUTITSKIY, DMITRIYFINOP/PFO/POO6117665

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Pennsylvania
(2/28/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2024About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2023About the SIE exam
FINRA
SRO Registrations

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Christopher Raymond Rodier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Paul B Mullen
AdvisorCheck Check Mark
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
AdvisorCheck Check Mark
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
AdvisorCheck Check Mark
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
AdvisorCheck Check Mark
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#