Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gaddis is an investment advisor representative at Sapient Capital LLC. Christopher has over 24 years of experience in the financial services industry. Prior to joining Sapient Capital LLC, Christopher worked at Stifel, Nicolaus & Company, Incorporated. Christopher is registered with the state of Indiana. He is also a Series 66, Series 63, Series 7 and Series SIE licensed professional. Christopher specializes in providing financial planning, portfolio management and other services to high-net-worth individuals, charitable organizations, and corporations. Christopher Gaddis is committed to providing personalized financial advice and solutions to meet the unique needs of each client.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
04/13/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
05/16/2005 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
OH
04/29/1999 - 05/17/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
10/14/1998 - 03/26/1999
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CO
07/22/1993 - 08/19/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Gaddis is the right advisor for you? Invested Better is here to help.
