Unclaimed Profile

Christopher Craig Pollard

SEMITAM BONAM LLC·GOSHEN, New York

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record17 years registeredSEMITAM BONAM LLC

10 MATTHEWS STREET, GOSHEN, NY 10924CRD# 5603384Firm CRD# 284461

Profile Verification

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

Identity

Christopher Craig Pollard · GOSHEN, NY

Registration

CRD #5603384 · SEMITAM BONAM LLC · 17 years registered

Brand Profile

Not yet started

Career History

GREAT PATH PLANNING

Oct 2016 – present

USAA FINANCIAL PLANNING SERVICES

May 2014 – Jul 2016

HIGHLAND FALLS, NY

REGENT WEALTH MANAGEMENT GROUP

Oct 2012 – Apr 2014

WOODBRIDGE, CT

FIRST COMMAND FINANCIAL PLANNING, INC.

Mar 2009 – Sep 2012

TYRONE, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 6, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEMITAM BONAM LLC

CRD 284461 · SEC 801-119391

AUM

$114M

Regulatory assets under management

Employees

240 client accounts

Services offered by SEMITAM BONAM LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEMITAM BONAM LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Craig Pollard offer?

Christopher Craig Pollard specializes in Financial Planning, Investment Management. Contact their office in GOSHEN, New York for a consultation.

What are Christopher Craig Pollard's credentials?

Christopher Craig Pollard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Craig Pollard located?

Christopher Craig Pollard is based in GOSHEN, New York, working with SEMITAM BONAM LLC. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.

How does Christopher Craig Pollard charge for services?

Christopher Craig Pollard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEMITAM BONAM LLC?

SEMITAM BONAM LLC has approximately 2 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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