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Christian Patrick Hastings

Sweetgum Laboratories LLC

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About Christian Patrick Hastings

Christian Hastings is a financial advisor in Yardley, PA. Christian is an Investment Advisor Representative of Sweetgum Laboratories LLC, and has been in the industry since 1993. Prior to joining Sweetgum Laboratories, Christian worked at a variety of firms including Merrill Lynch and VALIC Financial Advisors. Christian specializes in financial planning and portfolio management for individuals.

Firm Information

Christian Hastings is currently registered with Sweetgum Laboratories LLC. Sweetgum Laboratories LLC is a registered investment advisor with approximately $7.1 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 97 clients, of which 95 are individuals other than high-net-worth individuals, and 2 are high-net-worth individuals. They do not offer any wrap fee programs.

$7.10M

Assets Under Management

42

Total Clients

1

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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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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Christian Hastings’s Registration & Firm History

PA

10/01/2020 - Present

Sweetgum Laboratories LLC (YARDLEY PA)

NJ

07/30/2018 - 10/17/2018

VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)

PA

05/10/2013 - 04/02/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)

NJ

04/29/2009 - 04/18/2013

INVEST FINANCIAL CORPORATION (PENNINGTON NJ)

NJ

03/31/2009 - 04/17/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

DE

10/31/2008 - 02/03/2009

MUTUAL SERVICE CORPORATION (WILMINGTON DE)

PA

05/31/2006 - 11/04/2008

LPL FINANCIAL CORPORATION (UPPER MAKEFIELD PA)

NY

11/24/1998 - 11/28/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CT

01/15/1998 - 07/08/1998

AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)

MI

02/15/1995 - 08/21/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

NJ

08/19/1994 - 01/13/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NY

02/15/1994 - 06/09/1994

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NY

11/18/1993 - 03/03/1994

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Patrick Hastings.
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