Christopher Nguyen, financial advisor Radnor PA

Christopher Nguyen

CRD Number: 7043756
Current Firm: Haverford Financial Services, Inc.

Christopher Nguyen (CRD# 7043756) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Haverford Trust Company Radnor, PA Jun 2021 - Current 1
Haverford Financial Services, Inc. Radnor, PA Jun 2021 - Current 1
Mycio Wealth Partners, LLC Philadelphia, PA Sep 2018 - Jun 2021 2
Unemployed Philadelphia, PA May 2018 - Sep 2018 < 1
University Of Pittsburgh Pittsburgh, PA Sep 2014 - Apr 2018 3
Nationwide Insurance Phoenixville, PA May 2017 - Aug 2017 < 1
Chartwell Investment Partners Berwyn, PA May 2016 - Aug 2016 < 1
Domain Associates Princeton, NJ Jun 2015 - Aug 2015 < 1
Marple Newtown Swim Club Broomall, PA May 2014 - Sep 2014 < 1
Malvern Preparatory School Malvern, PA Sep 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Christopher H. Nguyen
Phone Number: 610-995-8700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    460
    MILLIONS
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $5,675,827
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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