Christopher Chaves (CRD# 6496777) is an Investment Advisor Representative working at Beacon Bridge Wealth Partners, LLC in Conshohocken, PA and has over 5 years of experience in the finance industry.
CRD# 2629855
Investment Management & Planning LLC
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Bridge Wealth Partners, LLC | Conshohocken, PA | Sep 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Conshohocken, PA | May 2015 - Current | 9 |
| Ameriprise Financial Services, Inc. | Conshohocken, PA | Sep 2016 - Sep 2022 | 6 |
| Saint Joseph's University | Philadelphia, PA | Sep 2012 - May 2016 | 3 |
| Bottle King | Chathem, NJ | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- GA
- PA
-
Total Assets Under Management308MILLIONS
-
Total Number of Accounts1,032ACCOUNTS
-
Average Account Value$298,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
DE, FL, GA, MD, NJ, PA, TX, VA
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