Christopher Streich, financial advisor Latham NY

Christopher Streich

CRD Number: 5056915
Current Firm: Cetera Investment Advisers LLC

Christopher Streich (CRD# 5056915) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 16 years of experience in the finance industry.

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Cetera Investment Advisers LLC
Company Name Location Dates Years
Cetera Investment Advisers LLC Latham, NY Jun 2019 - Current 2
Cetera Investment Services LLC St. Cloud, MN Jun 2019 - Current 2
Alfies Hotel Tannersville, NY Sep 2007 - Current 14
Foresters Advisory Services LLC Albany, NY Jan 2014 - Jun 2019 5
Foresters Financial Albany, NY Sep 2005 - Jun 2019 13
Two Family Rental Home College Pt, NY Apr 2009 - Dec 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher J. Streich
Phone Number: 888-528-2987
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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