AdvisorOS Directory
Claim Profile
CF

Christopher Patrick Flannery

PPB ADVISORS, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
125 EAST ELM STREET, CONSHOHOCKEN, PA 19428CRD# 6372326Firm CRD# 152303
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
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
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in CONSHOHOCKEN
Edward Crawley Rorer — KATAMA GP LLCMark William Giovanniello — KATAMA GP LLCCharles Michael Barrett — KATAMA GP LLCErik Brooks Granade — KATAMA GP LLCEric Copeland Brown — KATAMA GP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile