Christopher Maloney (CRD# 7160837) is an Investment Advisor Representative working at Primerica Advisors in Stratford, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 1538140
Lpl Financial LLC
CRD# 5911611
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Stratford, CT | Aug 2019 - Current | 2 |
| Primerica Financial Services | Stratford, CT | Nov 2018 - Current | 3 |
| Cabo Fresh Mexican Grill | Smithtown, NY | Jan 2019 - Apr 2019 | < 1 |
| Binghamton University | Vestal, NY | Aug 2017 - Dec 2018 | 1 |
| Town Of Brookhaven | Farmingville, NY | May 2018 - Aug 2018 | < 1 |
| Town Of Brookhaven | Farmingville, NY | May 2017 - Aug 2017 | < 1 |
| Smithtown High School East | Saint James, NY | Sep 2013 - Jun 2017 | 3 |
| Town Of Brookhaven | Farmingville, NY | May 2016 - Nov 2016 | < 1 |
| Unemployed | Nesconset, NY | Jun 2013 - Sep 2013 | < 1 |
| Great Hollow Middle School | Nesconset, NY | Sep 2010 - Jun 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CT
-
Total Assets Under Management7,114MILLIONS
-
Total Number of Accounts49,061ACCOUNTS
-
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.