Unclaimed Profile

Christopher Michael Stock

PBWM HOLDINGS, LLC·LANCASTER, Pennsylvania

Series 4, Series 7, Series 9, Series 10, Series 63, Series 66Clean record17 years registeredPBWM HOLDINGS, LLC

1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 2666104Firm CRD# 174303

Profile Verification

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

Identity

Christopher Michael Stock · LANCASTER, PA

Registration

CRD #2666104 · PBWM HOLDINGS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

May 2023 – present

DOMANI WEALTH, LLC

Feb 2015 – Aug 2023

HANOVER, PA

PARENTEBEARD WEALTH MANAGEMENT LLC

Jan 2011 – Feb 2015

YORK, PA

DEUTSCHE BANK SECURITIES INC.

Sep 2008 – Oct 2010

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · September 8, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOMANI WEALTH, LLC

CRD 174303 · SEC 801-80939

AUM

$1.3B

Regulatory assets under management

Employees

3,114 client accounts

Services offered by DOMANI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOMANI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Michael Stock offer?

Christopher Michael Stock specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Christopher Michael Stock's credentials?

Christopher Michael Stock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Michael Stock located?

Christopher Michael Stock is based in LANCASTER, Pennsylvania, working with PBWM HOLDINGS, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Christopher Michael Stock charge for services?

Christopher Michael Stock's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PBWM HOLDINGS, LLC?

PBWM HOLDINGS, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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