Christopher Brent
Advisor at City Center Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at City Center Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48084
Credentials
Series 66
Industry experience
7 years
Christopher Brent is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and Uber Technologies. Outside of finance, he teaches private piano lessons through CRB Records Inc. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and incorporates derivatives and option strategies in client portfolios.
Based on City Center Advisors, LLC
Based on City Center Advisors, LLC
Financial planning fees billed 50% in advance with balance due upon delivery; fees are non-negotiable but may be waived if plan is implemented through the firm.
Up to 2% annually, negotiable based on criteria such as relationship, asset type, dollar amount, negotiations, etc.
Insurance products sold by firm owners generate commissions.
Limited scope planning services at $500 per hour.
Account minimum: $25,000 Fee-only: Asset management fees are charged; Financial Planning fees are non-negotiable; Hourly fees for limited scope planning are $500 per hour.
888 West Big Beaver Road, Suite 1220
Troy, MI 48084
Michigan · Texas
City Center Financial, LLC
2019 - Present (7 years)
City Center Advisors, LLC fka Keystone Financial Partners, Inc.
2019 - Present (7 years)
Edward Jones
2018 - 2019 (1 year)
Edward Jones
2018 - 2019 (1 year)
Edward Jones
2018 - 2018 (1 year)
Uber Technologies
2016 - 2022 (6 years)
Marygrove College
2015 - 2017 (2 years)
CRB Records Inc
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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