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Christopher Joseph Nagel

Hbks Wealth Advisors

Conshohocken, PA

CRD 6126380

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Employer firm

Hbks Wealth Advisors CRD 112139

$7.66B regulatory AUM 300 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-04-14
  • PA RA
    APPROVED
    Since 2020-04-14

Branch Locations

101 W Elm St Suite 350, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Pittsburgh PA 01/2014 01/2018
Bny Mellon Philadelphia PA 01/2018 03/2020
Hbks Wealth Advisors Conshohocken PA 03/2020 Present
  • 01/2014 → 01/2018
    Bny Mellon
    Pittsburgh, PA
  • 01/2018 → 03/2020
    Bny Mellon
    Philadelphia, PA
  • 03/2020 → Present
    Hbks Wealth Advisors
    Conshohocken, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA

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