Christopher Trompeter, financial advisor Summit NJ

Christopher Trompeter

CRD Number: 2591353
Current Firm: Cary Street Partners

Christopher Trompeter (CRD# 2591353) is an Investment Advisor Representative working at Cary Street Partners in Summit, NJ and has over 29 years of experience in the finance industry.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Cary Street Partners Asset Management Summit, NJ Jun 2020 - Current 3
Cary Street Partners Investment Advisory, LLC Summit, NJ Jun 2020 - Current 3
Tradition Asset Management LLC Richmond, VA May 2019 - Jun 2020 1
Tradition Capital Management Summit, NJ Nov 2000 - Apr 2019 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 1995
Contact Info for Christopher J. Trompeter
Phone Number: (804) 340-8100
Registered State(s):
  • CT
  • NJ
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    5,512
    MILLIONS
  • Total Number of Accounts
    11,387
    ACCOUNTS
  • Average Account Value
    $484,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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