Christopher PretschCRD Number: 1361144
Current Firm: Staley Capital Advisers Inc.
Compensation Model: Fee Only
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Staley Capital Advisers, Inc.||Pittsburgh, PA||Jun 2007 - Current||9|
|Mellon Bank Na Private Wealth Management||Pittsburgh, PA||Dec 1999 - Jun 2007||7|
|Credit Suisse Asset Management||New York, NY||Dec 1998 - Dec 1999||1|
|Cantor Fitzgerald||New York, NY||Dec 1993 - Dec 1998||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
Total Assets Under Management1,571MILLIONS
Total Number of Accounts686ACCOUNTS
Average Account Value$2,290,690
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, NC, NY, PA, TX, WV
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