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Christopher J. Bryan
Christopher J. Bryan
Financial Advisor
Financial Planning Associate
Two Town Place
Suite 100
Bryn Mawr, PA 19010
tel: 610-542-2924
toll free: 800-221-8496
Email Me
Welcome Associations Education Honors Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • AICPA, PICPA, NJCPA
  • ALS Association
  • Main Line Chamber of Commerce
  • South Jersey Chamber of Commerce
  • Young Professionals Network of Philadelphia
  • Young Professionals Network of MLCC
  • The Philadelphia Foundation - Professional Advisors Network
  • Treasurer's Club of Philadelphia
  • Lower Merion Youth Lacrosse Coach
Education and Licensing
  • CPA - NJ License 20CC03005800
  • B.S. - Finance, 1996
    B.S. - Accounting, 1996
    Rutgers University
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent (Series 63) & Uniform State Exam (Series 65)
  • Life, Variable & Fixed Annuity, and Health Insurance Certified
  • Financial Planning Specialist Designation
  • ETF Certification
Honors and Recognitions
  • Exclusive Financial Advisor: Scientific Symposiums International
  • Exclusive Financial Advisor: United Hospital Center (Pittsburgh, PA) - Annual Seminar in Pathology
  • Exclusive Financial Advisor: Doctor of Dentistry Magazine (Philadelphia Area)
  • Wealth Management Advisor: Main Line Magazine
Services
  • 401k Rollovers
  • Municipal Bonds
  • Foreign Exchange
  • Exchange Traded Funds
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Business Succession Planning
  • Endowments and Foundations
  • Philanthropic Services
  • Asset Management
  • Defined Contribution Plans
  • Qualified Retirement Plans
  • Professional Portfolio Management
  • 529 Plans
  • Corporate 529 Plans
  • Insurance Services
  • Lending Services
  • Wealth Management
  • Women and Company®
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Bryn Mawr, PA
  • Capmark Finance
    (formerly GMAC Commercial Mortgage)
    AVP - Asset & Liability Management
    AVP - Banking Relationships
    Capital Markets Accounting Manager
    Horsham, PA
  • Comcast
    Corporate Headquarters
    Senior Accountant
    Staff Accountant
    Philadelphia, PA
  • PHH Mortgage
    (formerly Cendant Mortgage)
    Mortgage Consultant
    Mt. Laurel, NJ
Bulletin Board
  • The finest compliment we can receive is a referral from our friends and clients.
  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? I work with business owners to create and implement qualified retirement plans.
  • You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
Christopher J. Bryan is licensed in the following state(s): DE, FL, MI, NJ, NY, PA, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

At A Glance: Exchange-Traded Funds Program (pdf)

Global Investment Committee - Special Report: Is the Promise of Portfolio Diversification Dead? (pdf)

Global Investment Committee Special Bulletin: The Case for High-Quality Corporate and Municipal Bonds; March 5, 2009 (pdf)
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