Christopher Poch
Advisor at Promethium
Updated today
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.
Firm
Promethium
Location
Bethesda, MD 20814
Credentials
Series 63, Series 65, Series 66
Industry experience
38 years
About
Christopher Poch is a financial advisor at Promethium Advisors, LLC with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Promethium in 2024, he worked at Morgan Stanley and its affiliates from 2017 to 2024. Outside of his advisory role, Poch is involved in executive coaching through Purpose Advisors, serves on the finance committee of the Society of the Sacred Heart, and has authored books related to investments. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individual and institutional clients. The firm employs a mix of active and passive strategies, including tactical asset allocation and alternative investments, and oversees third-party independent managers while offering a wrap fee program that covers certain transaction and custodial fees.
Expertise
Based on Promethium
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees may be charged for financial planning and consulting services
up to 1% annually, may be flat or tiered depending on client
Minimum fee: May include a minimum annual fee; specific amount not stated Fee-only: Fees based on assets under management or fixed fees; financial planning and consulting fees also offered on a fee basis
Location
7272 Wisconsin Ave, 10 105
Bethesda, MD 20814
Most active in
Christopher P has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · New York · Virginia
Work history
Promethium Advisors, LLC
2024 - Present (2 years)
Morgan Stanley Private Bank, N.A
2017 - Present (9 years)
Morgan Stanley Private Bank, National Association
2017 - 2024 (7 years)
Morgan Stanley
2017 - 2024 (7 years)
Independent Consulting and Writing
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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