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Christopher Gareth Petsch

PH PARTNERS
AUSTIN, TX
·CRD# 7673997·2 years experience

Professional Summary

Christopher Gareth Petsch, who also goes by Christopher Petsch, Gareth Petsch, is a registered financial advisor currently at PH PARTNERS, LLC located in Austin, Texas. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2024. Christopher has worked at 1 firm and has passed the Series 63, Series 79TO 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

Christopher Petsch, Gareth Petsch

Blog Corner

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Videos & Posts

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Contact Information

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

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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.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

PH PARTNERS, LLC·CRD# 130790
BD
515 Congress Avenue Suite 1515, Austin, TX 78701
August 15, 2024 - Present

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Current Firm

PP
PH PARTNERS, LLC

EHRENBERG CHESLER SECURITIES, INC | PH PARTNERS, LLC

CRD#: 130790 / SEC#: 8-66396
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

515 Congress Avenue Suite 1515, Austin, TX 78701

Mailing Address

515 Congress Avenue Suite 1515, Austin, TX 78701

Phone Number

+1 (415) 317-1122

Established

Texas since 01/24/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (48 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#
PERKINS, BENJAMIN WADECEO/CCO/MANAGING MEMBER3162623
CHEN, WAYNEFINOP4779449

Disclosures

Regulatory Event

3

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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.

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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
Virginia
(8/26/2024)

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 Aug 2024About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed May 2024About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2024About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christopher Gareth Petsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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