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Christopher Yeats Collie

Invesco Advisers, Inc.

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About Christopher Yeats Collie

Christopher Yeats Collie is a registered representative with Invesco Advisers, Inc., based in Newport Beach, California. Christopher has been in the financial industry since May 22, 2002 and has worked for UBS Financial Services Inc. and AXA Advisors, LLC prior to joining Invesco. Christopher holds Series 7, 31, 66, 79TO and SIE licenses and is registered in 53 states. Christopher is a Board Member for Working Wardrobes, a non-profit that helps individuals with clothing and training for re-entry into the workforce.

Firm Information

Christopher Collie is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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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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.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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 Collie’s Registration & Firm History

CA

01/01/2010 - Present

Invesco Advisers, Inc. (Newport Beach CA)

NJ

11/22/2002 - 02/08/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

05/09/2002 - 12/11/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 05/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Yeats Collie.
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