Unclaimed Profile

Christian Myers Wagner

PENN INVESTMENT ADVISORS, INC.·BALA CYNWYD, Pennsylvania

SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 6623 years registeredPENN INVESTMENT ADVISORS, INC.

1 BELMONT AVE, BALA CYNWYD, PA 19004CRD# 2095048Firm CRD# 151715

Profile Verification

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

Identity

Christian Myers Wagner · BALA CYNWYD, PA

Registration

CRD #2095048 · PENN INVESTMENT ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

EQUITABLE ADVISORS, LLC

Oct 2022 – present

PENN INVESTMENT ADVISORS, INC.

Jul 2016 – Mar 2023

BALA CYNWYD, PA

PENN INVESTMENT ADVISORS, INC.

May 2016 – Jul 2016

DOYLESTOWN, PA

LONGVIEW CAPITAL MANAGEMENT LLC

Jun 2008 – Mar 2016

WILMINGTON, DE

ING FINANCIAL PARTNERS, INC

Nov 2005 – May 2008

MT LAUREL, NJ

COMMERCE CAPITAL MARKETS, INC.

Oct 2002 – Oct 2005

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · October 15, 2002

Years registered · 23

Disclosure History

2008Customer Dispute·Settled

2008Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PENN INVESTMENT ADVISORS, INC.

CRD 151715 · SEC 801-70683

AUM

$574M

Regulatory assets under management

Employees

1,139 client accounts

Services offered by PENN INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PENN INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Christian Myers Wagner offer?

Christian Myers Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.

What are Christian Myers Wagner's credentials?

Christian Myers Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christian Myers Wagner located?

Christian Myers Wagner is based in BALA CYNWYD, Pennsylvania, working with PENN INVESTMENT ADVISORS, INC.. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does Christian Myers Wagner charge for services?

Christian Myers Wagner'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 PENN INVESTMENT ADVISORS, INC.?

PENN INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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