Christopher Wargas
Advisor at First Shelbourne
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 First Shelbourne
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.
Christopher Wargas is a Series 65-licensed financial advisor at First Shelbourne with six years at the firm and a total of three years in the financial industry. Prior to his advisory career, he worked for twenty years with the Metropolitan Transportation Authority. First Shelbourne is an independent firm providing discretionary portfolio management and retirement-plan advice to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm uses a client-specific Core + Satellite investment approach that combines fixed-income passive core holdings with active satellite positions and considers client restrictions including ESG preferences.
0.50% annually
Account minimum: $250,000
Commack, NY
New York
First Shelbourne LLC
2020 - Present (6 years)
Metropolitan Transportation Authority
2003 - 2023 (20 years)
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