Christopher Smith is a registered investment advisor, based in Bethlehem, PA, with 37 years of industry experience.
Location
3101 Emrick Blvd, Suite 315, Bethlehem, PA, 18020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He is also an investment advisor representative with Vicus Capital, Inc. (full-time), a founding partner at Marmaras & Smith LLC (full-time), and a trustee for two trusts (minimal time). Christopher owns CDGSMITH LLC for accounting purposes (minimal time).
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Vicus Capital, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
Marmaras & Smith, LLC.
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.