Christaphor Thomasian (CRD# 7401080) is an Investment Advisor Representative working at Key Client Fiduciary Advisors, LLC in Fairfield, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Key Client Fiduciary Advisors, LLC | Fairfield, NJ | Jul 2022 - Current | 1 |
Unemployed | Fairfield, NJ | May 2022 - Jul 2022 | < 1 |
Bentley University | Waltham, MA | Aug 2018 - May 2022 | 3 |
Merrill Lynch | Fort Lee, NY | Dec 2021 - Jan 2022 | < 1 |
Lpl Financial | New York, NY | May 2021 - Aug 2021 | < 1 |
Harry Winston | New York, NY | May 2019 - Aug 2019 | < 1 |
Don's Sunoco | Woodcliff Lake, NJ | Jun 2017 - Aug 2018 | 1 |
Saint Joseph Regional High School | Montvale, NJ | Sep 2014 - Jun 2018 | 3 |
New Jersey Youth Hockey League | Various, NJ | Sep 2014 - May 2016 | 1 |
Park Ridge Middle School | Park Ridge, NJ | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- NJ
- TX
-
Total Assets Under Management636MILLIONS
-
Total Number of Accounts817ACCOUNTS
-
Average Account Value$778,533
- 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)
CA, CO, CT, DE, FL, GA, IL, LA, MA, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
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