Christopher SchaeferCRD Number: 4598833
Current Firm: Mv Capital Management, Inc.
Christopher Schaefer (CRD# 4598833) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 20 years of experience in the finance industry. Christopher Schaefer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2006 - Current||17|
|Mv Capital Management, Inc.||Bethesda, MD||Feb 2006 - Current||17|
|Mv Financial Group||Bethesda, MD||Oct 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management846MILLIONS
Total Number of Accounts1,025ACCOUNTS
Average Account Value$825,269
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, MA, MD, NC, NH, NJ, NY, TX, VA
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