Christopher Ryan Coolidge

Employer firm

Brookwood Investment Group CRD 316544

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 01/2017
  Solenture Advisors Llc
  Pittsburgh, PA
• 08/2016 → 07/2017
  Bpu Investment Management, Inc.
  Pittsburgh, PA
• 07/2017 → 05/2018
  Bluestone Capital Management
  Wayne, PA
• 06/2017 → 12/2018
  Oceansquare Asset Management, Llc
  Wayne, PA
• 02/2019 → 08/2019
  Ambassador Advisors, Llc
  Lancaster, PA
• 09/2019 → 03/2020
  Unemployed
  Wayne, PA
• 04/2020 → 11/2023
  Clearview Portfolio Consulting, Llc
  Chalfont, PA
• 12/2023 → Present
  Brookwood Investment Group, Llc
  Phoenix, AZ

Previous Registrations

• 2020-04-21 → 2021-03-30
  Clearview Portfolio Consulting Llc
  Phoenixville, PA
  Chalfont, PA
• 2017-08-08 → 2018-05-24
  Bluestone Capital Management, Llc
  Wayne, PA
• 2016-08-23 → 2017-04-05
  Bpu Investment Management Inc.
  West Conshohocken, PA
  Pittsburgh, PA
• 2016-06-01 → 2016-12-31
  Solenture Advisors Llc
  West Conshohocken, PA
  Pittsburgh, PA

Designations

• Chartered Financial Analyst