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Christopher Charles Drouin

BEYOND WEALTH MANAGEMENT GROUP, LLC·NEW PALTZ, New York
Clean recordBEYOND WEALTH MANAGEMENT GROUP, LLC
101 MAIN STREET, NEW PALTZ, NY 12561CRD# 4541093Firm CRD# 293291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Charles Drouin · NEW PALTZ, NY
Registration
CRD #4541093 · BEYOND WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Charles Drouin is a registered financial advisor based in NEW PALTZ, New York, affiliated with BEYOND WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEYOND WEALTH MANAGEMENT GROUP, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
AUM
$66M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BEYOND WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4541093
Firm CRD# 293291
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Charles Drouin offer?
Christopher Charles Drouin specializes in Financial Planning, Investment Management. Contact their office in NEW PALTZ, New York for a consultation.
What are Christopher Charles Drouin's credentials?
Christopher Charles Drouin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Charles Drouin located?
Christopher Charles Drouin is based in NEW PALTZ, New York, working with BEYOND WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the NEW PALTZ metropolitan area and surrounding communities.
How does Christopher Charles Drouin charge for services?
Christopher Charles Drouin'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 BEYOND WEALTH MANAGEMENT GROUP, LLC?
BEYOND WEALTH MANAGEMENT GROUP, LLC has approximately 3 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
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Research
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