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Christopher Joseph Surrichio

Capital Analysts

Wyncote, PA

Lincoln Investment

Fort Washington, PA

CRD 2473601

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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-06-12
  • PA RA
    APPROVED
    Since 2012-06-12

Branch Locations

218 Glenside Ave., Wyncote, PA 19095 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-06-01
  • PA RA
    APPROVED
    Since 2012-06-01

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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
Capital Analysts Incorporated Radnor PA 11/2002 Present
Lincoln Investment West Conshohocken PA 06/2012 Present
  • 11/2002 → Present
    Capital Analysts Incorporated
    Radnor, PA
  • 06/2012 → Present
    Lincoln Investment
    West Conshohocken, PA
Previous Registrations
  • 2009-09-02 → 2012-06-01
    Cincinnati Analysts, Inc.
    West Conshohocken, PA
    Radnor, PA
Designations
  • Chartered Financial Analyst
Other Names
  • Christopher J Surrichio

View on SEC IAPD

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