Christopher Piercy, financial advisor Broomall PA

Christopher Piercy

CRD Number: 5148250
Current Firm: Charles Schwab & Company, Inc.

Christopher Piercy (CRD# 5148250) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Broomall, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Broomall, PA Jul 2021 - Current 2
Td Ameritrade Inc. Newtown Square, PA Aug 2017 - Dec 2023 6
Citizens Bank Abington, PA Jun 2016 - Aug 2017 1
Citizens Securities, Inc. Abington, PA Jun 2016 - Aug 2017 1
Prudential Annuities Distributors, Inc. Dresher, PA Mar 2010 - Jun 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Christopher J. Piercy
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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