Christopher Smallwood (CRD# 7135121) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has 1 year of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2022 - Current | 1 |
| Smallwood Wealth Investment Management | Red Bank, NJ | Jun 2022 - Current | 1 |
| Smallwood Wealth Management | Red Bank, NJ | Jun 2022 - Current | 1 |
| Syracuse University | Syracuse, NY | Sep 2021 - Jun 2022 | < 1 |
| Property Markets Group | Miami, FL | Jan 2021 - Sep 2021 | < 1 |
| Syracuse University | Syracuse, NY | Aug 2018 - Jan 2021 | 2 |
| Molly Pitcher Inn Marina | Red Bank, NJ | Sep 2016 - Aug 2018 | 1 |
| Unemployed | Red Bank, NJ | Aug 2015 - Sep 2016 | 1 |
| Irwins Marine | Red Bank, NJ | Jun 2015 - Aug 2015 | < 1 |
| Christian Brothers Academy | Red Bank, NJ | Jul 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NJ
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts874ACCOUNTS
-
Average Account Value$300,426
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, NC, NH, NJ, NY, PA, SC, TX, VA
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