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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lee Bittman is an investment advisor representative with Cerity Partners Ocio LLC. Christopher is licensed in Colorado. Christopher is also a registered representative with a Series 6 and Series 63 license and a Series 2 license. Christopher has been in the industry since 1992. Christopher previously worked at Pereella Weinberg Partners Capital Management LP in Denver, Colorado and Cerity Partners LLC in New York, New York. Christopher's firm provides financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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.
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2
CO
06/28/2024 - Present
Cerity Partners Ocio LLC (DENVER CO)
ME
10/04/2001 - 12/06/2001
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
02/15/1995 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
PA
01/06/1992 - 03/03/1995
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 12/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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