Advisor at Pine Valley Investments
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Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
Series 63, Series 65
Industry experience
23 years
Christopher Bryan is a financial advisor with Pine Valley Investments, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Pine Valley Investments since 2018 and has concurrent roles with Union Benefits Group, LLC and National Life Group dating back to 2010. Outside of his advisory work, Bryan is involved in community activities including youth leadership and coaching roles with Ridley Park Presbyterian Church and Ridley United Soccer Club, as well as managing Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios using fundamental, technical, and quantitative analysis, offering both long-term and short-term strategies, and serves other advisers through tri-party and subadvisory arrangements.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2018 - Present (8 years)
Union Benefits Group, LLC
2010 - Present (16 years)
National Life Group
2010 - Present (16 years)
Equity Services Inc.
2010 - 2018 (8 years)
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