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CR

Christopher R. Rodier

EQT PARTNERS BD
Radnor, PA 19087
Some features on this profile are disabled
CRD#: 7141337
CR

Professional summary

Christopher Raymond Rodier is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Christopher Raymond Rodier's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 10, 2024 - Present

EQT PARTNERS BD, LLC

Office #1: Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
BD
CRD#: 322826
Radnor, PA
Past

August 29, 2019 - August 30, 2019

D.A. DAVIDSON & CO.

BD
CRD#: 199
NEWPORT BEACH, CA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(2/28/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EQT EXETER HOLDINGS US INC.SOLE MEMBER
BREEN, BARRY EAMONCHIEF COMPLIANCE OFFICER, SECRETARY, DIRECTOR
GAUR, ALOKCHIEF EXECUTIVE OFFICER & DIRECTOR4693996
HOUSHMAND, ALIDIRECTOR4980374
RUTITSKIY, DMITRIYFINOP/PFO/POO6117665

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.

Company Information

EQT PARTNERS BD, LLC

CRD#: 322826Radnor, PA 19087

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