Unclaimed Profile

Christopher D Ward

AVITY INVESTMENT MANAGEMENT INC.·GREENWICH, Connecticut

SIE, Series 7, Series 31, Series 63, Series 65CFAClean record15 years registeredAVITY INVESTMENT MANAGEMENT INC.

80 FIELD POINT RD., GREENWICH, CT 06830-6416CRD# 5817018Firm CRD# 104623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher D Ward · GREENWICH, CT

Registration

CRD #5817018 · AVITY INVESTMENT MANAGEMENT INC. · 15 years registered

Brand Profile

Not yet started

Career History

AVITY INVESTMENT MANAGEMENT INC.

Aug 2022 – present

MORGAN STANLEY

May 2011 – Sep 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 27, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVITY INVESTMENT MANAGEMENT INC.

CRD 104623 · SEC 801-6449

AUM

$1.7B

Regulatory assets under management

Employees

763 client accounts

Services offered by AVITY INVESTMENT MANAGEMENT INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AVITY INVESTMENT MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Christopher D Ward offer?

Christopher D Ward specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.

What are Christopher D Ward's credentials?

Christopher D Ward holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher D Ward located?

Christopher D Ward is based in GREENWICH, Connecticut, working with AVITY INVESTMENT MANAGEMENT INC.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Christopher D Ward charge for services?

Christopher D Ward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVITY INVESTMENT MANAGEMENT INC.?

AVITY INVESTMENT MANAGEMENT INC. has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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