Christopher Bak, financial advisor Fort Washington PA

Christopher Bak

CRD Number: 6278208
Current Firm: Thrive Capital Management, LLC

Christopher Bak (CRD# 6278208) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrive Capital Management, LLC Fort Washington, PA Mar 2021 - Current 3
Thrive Capital Management, LLC Fort Washington, PA Sep 2020 - Current 3
Thrive Insurance Group, LLC Fort Washington, PA Aug 2020 - Current 3
Thrive Financial Services, LLC Fort Washington, PA Aug 2020 - Current 3
Liberty Partners Financial Services, LLC Bakersfield, CA Jun 2019 - Aug 2020 1
Efficient Advisors Philadelphia, PA Oct 2017 - Aug 2020 2
Nicks Roast Beef Philadelphia, PA Sep 2014 - Dec 2018 4
Boenning & Scattergood West Conshohocken, PA Jun 2016 - Oct 2017 1
Efficient Advisors, LLC Philadelphia, PA Apr 2016 - Jun 2016 < 1
Efficient Advisors, LLC Philadelphia, PA May 2014 - Apr 2016 1
Michael J. Craig Financial Services Philadelphia, PA Sep 2014 - Apr 2015 < 1
Temple University Philadelphia, PA Sep 2012 - Sep 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S63 Uniform Securities State Law Examination Jul 2017
Contact Info for Christopher J. Bak
Phone Number: 800-516-5861
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    245
    MILLIONS
  • Total Number of Accounts
    1,346
    ACCOUNTS
  • Average Account Value
    $181,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, DE, FL, MA, MD, NC, NJ, PA, SC, TN, TX, VA

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