AdvisorOS Directory
Claim Profile
Unclaimed Profile
CF

Christopher Patrick Flannery

PPB ADVISORS, LLC·CONSHOHOCKEN, Pennsylvania
Clean recordPPB ADVISORS, LLC
125 EAST ELM STREET, CONSHOHOCKEN, PA 19428CRD# 6372326Firm CRD# 152303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Patrick Flannery · CONSHOHOCKEN, PA
Registration
CRD #6372326 · PPB ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Patrick Flannery is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with PPB ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PPB ADVISORS, LLC
PPB ADVISORS, LLC
AUM
$2.8B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at PPB ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PRIVATELY MANAGED FUNDS
Regulatory
SEC/IARD CRD# 6372326
Firm CRD# 152303
View on FINRA BrokerCheck →

Looking for a financial advisor in CONSHOHOCKEN?

Browse all registered financial advisors in CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse CONSHOHOCKEN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Patrick Flannery offer?
Christopher Patrick Flannery specializes in Retirement Planning. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Christopher Patrick Flannery's credentials?
Christopher Patrick Flannery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Patrick Flannery located?
Christopher Patrick Flannery is based in CONSHOHOCKEN, Pennsylvania, working with PPB ADVISORS, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Christopher Patrick Flannery charge for services?
Christopher Patrick Flannery'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PPB ADVISORS, LLC

Adam Jeffrey Stern
CONSHOHOCKEN, PA
Brendan William Lake
WEST CONSHOHOCKEN, PA
Charles Shay Fry
BALA CYNWYD, PA
Robert Lance Baker
WEST CONSHOHOCKEN, PA
Vincent Frederick Barletta
CONSHOHOCKEN, PA
William Patterson Simon
BALA CYNWYD, PA

More Advisors in CONSHOHOCKEN, Pennsylvania

Erik Brooks Granade
KATAMA GP LLC·CONSHOHOCKEN, PA
Charles Michael Barrett
KATAMA GP LLC·CONSHOHOCKEN, PA
James Cameron Spencer
COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, PA
Jeffrey Alan Walkenhorst
COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, PA
Karen Sue Kirk
COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, PA
Mark William Giovanniello
KATAMA GP LLC·CONSHOHOCKEN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)NEWTOWN (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile