Unclaimed Profile

Charles Shay Fry

PPB ADVISORS, LLC·BALA CYNWYD, Pennsylvania

SIE, Series 6, Series 7, Series 26, Series 63, Series 65Clean record16 years registeredPPB ADVISORS, LLC

2 BALA PLAZA, SUITE 603, BALA CYNWYD, PA 19004CRD# 2045127Firm CRD# 152303

Profile Verification

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

Identity

Charles Shay Fry · BALA CYNWYD, PA

Registration

CRD #2045127 · PPB ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Nov 2018 – present

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

May 2014 – present

MANULIFE ASSET MANAGEMENT (US) LLC

Sep 2014 – Nov 2018

BOSTON, MA

PPB ADVISORS, LLC

Feb 2010 – Jan 2012

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · February 26, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PPB ADVISORS, LLC

CRD 152303 · SEC 801-96194

AUM

$2.8B

Regulatory assets under management

Employees

68 client accounts

Services offered by PPB ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PPB ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Shay Fry offer?

Charles Shay Fry specializes in Retirement Planning. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.

What are Charles Shay Fry's credentials?

Charles Shay Fry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Shay Fry located?

Charles Shay Fry is based in BALA CYNWYD, Pennsylvania, working with PPB ADVISORS, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does Charles Shay Fry charge for services?

Charles Shay Fry's firm is compensated through percentage of aum, other: privately managed funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PPB ADVISORS, LLC?

PPB ADVISORS, LLC has approximately 35 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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