AdvisorOS Directory
Claim Profile
CS

Christopher Michael Stock

PBWM HOLDINGS, LLC·LANCASTER, Pennsylvania
Unclaimed Profile
1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 2666104Firm CRD# 174303
01

About

Christopher Michael Stock is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with PBWM HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DOMANI WEALTH, LLC
DOMANI WEALTH, LLC
AUM
$1.3B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at DOMANI WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2666104
Firm CRD# 174303
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LANCASTER?

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

Browse LANCASTER 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LANCASTER
Thomas Adrian Russo — GARDNER RUSSO & QUINN LLCJr. Eugene Gardner — GARDNER RUSSO & QUINN LLCAnne Downey Gardner — GARDNER RUSSO & GARDNER LLCTimothy Charles Quinn — GARDNER RUSSO & QUINN LLCEugene Herr Gardner — GARDNER RUSSO & GARDNER LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile