Christopher Grellas (CRD# 6444389) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has 1 year of experience in the finance industry. Christopher Grellas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Apr 2024 - Current | < 1 |
| Aw Securities | Sacramento, CA | Nov 2021 - Apr 2024 | 2 |
| Allworth Financial, LP | Sacramento, CA | Jun 2015 - Apr 2024 | 8 |
| Allworth Financial, LP | Sacramento, CA | Jan 2015 - Jun 2015 | < 1 |
| Csus - Sacramento | Sacramento, CA | Aug 2011 - May 2015 | 3 |
| Department Health Care Services | Sacramento, CA | Jan 2014 - Jan 2015 | 1 |
- CA
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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