Chris Whalen (CRD# 2004757) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Colts Neck, NJ and has over 27 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evermay Wealth Management | Arlington, VA | Mar 2021 - Current | 3 |
| Whalen Research & Trading | Colts Neck, NJ | Sep 2020 - Feb 2021 | < 1 |
| Liquidnet, Inc. | New York, NY | Oct 2019 - Sep 2020 | < 1 |
| Maxim Group LLC | New York, NY | Nov 2017 - Sep 2019 | 1 |
| Cantor Fitzgerald & Co | New York, NY | Jun 2004 - Nov 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- NJ
-
Total Assets Under Management1,063MILLIONS
-
Total Number of Accounts1,695ACCOUNTS
-
Average Account Value$626,887
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, WA, WV
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