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Christopher Ryan Lackey

Gw & k Investment Management, LLC

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About Christopher Ryan Lackey

Christopher Lackey is a financial advisor and a Chartered Financial Analyst, registered with the state of Massachusetts. Christopher is associated with Gw&k Investment Management, LLC. Christopher is a licensed and experienced investment advisor representative. He is active in the Investment Advisor industry.

Firm Information

Christopher Lackey is currently registered with Gw & k Investment Management, LLC. Gw&k Investment Management, LLC is an investment firm headquartered in Boston, Massachusetts. They manage a variety of assets, including those for high-net-worth individuals, corporations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors. The firm oversees over $50 billion in assets.
Gw & k Investment Management, LLC

222 BERKELEY STREET

BOSTON, MA 02116

$50.70B

Assets Under Management

22

Total Clients

8

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Lackey’s Registration & Firm History

MA

07/26/2023 - Present

Gw&k Investment Management, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 12/13/2017

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Ryan Lackey.
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