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Christine Gravelle

PBMARES WEALTH MANAGEMENT LLC·WILLIAMSBURG, Virginia
Unclaimed Profile
4801 COURTHOUSE STREET, WILLIAMSBURG, VA 23188CRD# 7879497Firm CRD# 116218
01

About

Christine Gravelle is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with PBMARES WEALTH MANAGEMENT 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
Nonprofits & Foundations
03

Firm Overview

Firm
PBMARES WEALTH MANAGEMENT LLC
PBMARES WEALTH MANAGEMENT LLC
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7879497
Firm CRD# 116218
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christine Gravelle offer?
Christine Gravelle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are Christine Gravelle's credentials?
Christine Gravelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Gravelle located?
Christine Gravelle is based in WILLIAMSBURG, Virginia, working with PBMARES WEALTH MANAGEMENT LLC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does Christine Gravelle charge for services?
Christine Gravelle'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 PBMARES WEALTH MANAGEMENT LLC?
PBMARES WEALTH MANAGEMENT LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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