Christopher Englebert, financial advisor Allentown PA
83 score

Christopher Englebert

CRD Number: 1220085
Current Firm: Beirne Wealth Consulting Services, LLC

Christopher Englebert (CRD# 1220085) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Allentown, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Beirne Wealth Consulting Services, LLC Milford, CT Jan 2014 - Current 2
Morgan Stanley Smith Barney Allentown, PA Nov 2003 - Jan 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Aug 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher P. Englebert
Phone Number: 203-701-8606
Firm Website: http://beirnewealth.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,867
    MILLIONS
  • Total Number of Accounts
    3,006
    ACCOUNTS
  • Average Account Value
    $620,985
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, LA, MA, NE, NH, NJ, NY, PA, RI, TX, VA

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BADGES
83

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