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Christopher Jonathan Lamarca

Pentegra Investors, Inc.

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About Christopher Jonathan Lamarca

Christopher Lamarca is a financial advisor with over 20 years of experience in the industry. Christopher has held various roles in the financial services industry, including positions at PNC Capital Markets, Inc., SEI Investments Distribution Co., and Commerce Capital Markets, Inc.. Christopher is currently registered with Pentegra Investors, Inc. Christopher specializes in providing comprehensive advice to third-party internal investment committees, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Christopher holds Series 7, Series 63, and Series 65 licenses.

Firm Information

Christopher Lamarca is currently registered with Pentegra Investors, Inc.. Pentegra Investors, Inc. is an investment advisor headquartered in WHITE PLAINS, NY. With over $5 billion in regulatory assets under management, the firm provides comprehensive investment advice to a variety of clients, including pension plans, pooled investment vehicles, and other investment advisors. Their services include portfolio management, pension consulting, and selection of other advisors.
Pentegra Investors, Inc.

701 WESTCHESTER AVENUE

WHITE PLAINS, NY 10604-3805

$5.90B

Assets Under Management

Not reported

Total Clients

7

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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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.

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comprehensive advice to third party internal investment committees

Comprehensive advice to third party internal investment committees

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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Christopher Lamarca’s Registration & Firm History

NY

01/24/2017 - Present

Pentegra Investors, Inc. (WHITE PLAINS NY)

PA

07/01/2014 - 01/12/2015

PFM FUND DISTRIBUTORS, INC. (PHILADELPHIA PA)

PA

07/02/2008 - 02/29/2012

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

01/17/2006 - 08/17/2007

COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)

PA

12/11/2003 - 01/05/2006

PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)

MO

05/28/1999 - 08/29/2003

GEORGE K. BAUM & COMPANY (KANSAS CITY MO)

MN

08/07/1997 - 09/10/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/07/1997 - 09/10/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/29/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Jonathan Lamarca.
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