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Christopher Mark Bryan

Pine Valley Investments

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About Christopher Mark Bryan

Christopher Bryan is a financial professional with over 15 years of experience in the financial services industry. Christopher is currently registered with Pine Valley Investments in Marlton, NJ, and is also licensed to provide investment advisory services in New Jersey. Before joining Pine Valley Investments, Christopher worked at Equity Services, Inc. in Media, PA, and Financial Network Investment Corporation in Conshohocken, PA. Christopher specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Christopher is committed to providing his clients with the highest level of service and guidance, and he believes in building long-term relationships with his clients.

Firm Information

Christopher Bryan is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

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 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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percentage of assets

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

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Christopher Bryan’s Registration & Firm History

NJ

06/29/2018 - Present

Pine Valley Investments (MARLTON NJ)

PA

09/10/2010 - 05/04/2018

EQUITY SERVICES, INC. (MEDIA PA)

PA

06/11/2008 - 09/03/2010

FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)

PA

03/14/2006 - 06/09/2008

PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)

VT

09/13/2002 - 03/22/2006

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

IA

Issued 12/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Christopher Mark Bryan. Review regulatory record here.
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