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Chris Joseph Roe

Magnolia Private Wealth, LLC

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About Chris Joseph Roe

Chris Roe is a financial advisor with Magnolia Private Wealth, LLC. Chris has been in the financial services industry since 2001. Chris is a Certified Public Accountant and has experience in a variety of financial planning areas, including investment management, tax planning, and retirement planning. Chris is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Chris Roe is currently registered with Magnolia Private Wealth, LLC. Magnolia Private Wealth, LLC is a registered investment advisor based in Philadelphia, PA. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. With over $110 million in regulatory assets under management, they primarily serve high-net-worth individuals and corporations, with a total of 375 client accounts. They can be found online at https://www.linkedin.com/company/magnolia-private-wealth, https://magnoliapw.com, and https://www.facebook.com/magnoliapw.
Magnolia Private Wealth, LLC

1845 WALNUT STREET

PHILADELPHIA, PA 19103

$110.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Roe’s Registration & Firm History

PA

12/05/2024 - Present

Magnolia Private Wealth, LLC (PHILADELPHIA PA)

PA

06/30/2016 - 09/17/2018

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

03/01/2013 - 01/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

09/10/2001 - 03/12/2013

LPL FINANCIAL LLC (BRIDGEVILLE PA)

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Licenses & Designations

BOTH

Issued 10/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Joseph Roe.
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