Christopher Ayer (CRD# 3187634) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 24 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Aug 2023 - Current | < 1 |
| Pallas Capital Advisors, LLC | Portsmouth, NH | Nov 2020 - Current | 3 |
| Triad Advisors LLC | Norcross, GA | Jan 2020 - May 2023 | 3 |
| Gwm Advisors, LLC | New Orleans, LA | Jan 2020 - Nov 2020 | < 1 |
| Ameriprise Financial Services, Inc. | Portsmouth, NH | Jan 2016 - Jan 2020 | 4 |
| Ubs Financial Services Inc. | Portsmouth, NH | Aug 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management2,965MILLIONS
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Total Number of Accounts3,566ACCOUNTS
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Average Account Value$831,529
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