Christopher Lackey (CRD# 7783551) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Gw&k Investment Management | Boston, MA | Mar 2019 - Current | 5 |
Rhumbline Advisors | Boston, MA | May 2017 - Mar 2019 | 1 |
Saint Anselm College | Manchester, NH | Oct 2014 - May 2018 | 3 |
Saint Anselm College | Manchester, NH | Sep 2014 - May 2018 | 3 |
Liberty Mutual Insurance | Stratham, NH | Jun 2016 - Oct 2016 | < 1 |
Market Basket | Stratham, NH | Mar 2013 - Jan 2015 | 1 |
Exeter High School | Exeter, NH | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2017 |
- MA
-
Total Assets Under Management50,695MILLIONS
-
Total Number of Accounts49,211ACCOUNTS
-
Average Account Value$1,030,162
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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