Founding Partner & Chief Investment Officer · Englebert Financial Advisers, LLC
Christopher P. Englebert
CRD 1220085 · Named on Form ADV at one SEC-registered adviser
At a glance
Englebert Financial Advisers, LLC, an SEC-registered wealth manager based in Allentown, PA with $157 million in regulatory assets, lists Christopher P. Englebert on its Form ADV as Founding Partner & Chief Investment Officer, a control person.
Firms and roles
- Englebert Financial Advisers, LLCFounding Partner & Chief Investment OfficerWealth manager · Allentown, PA · $157M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jamie L. EnglebertPresident & Chief Compliance Officer, Englebert Financial Advisers, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.