Christopher
Ward
Avity Investment Management Inc
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About this Advisor
Christopher Ward is a chartered financial analyst who works out of Greenwich, Connecticut, with a total of 1 year of relevant experience. Ward is an employee of Avity Investment Management Inc. Over the course of their career, Ward has held roles at Morgan Stanley, Gamco Investors, Inc, G.Research, LLC and Avity Investment Management Inc. Ward holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Texas. Avity Investment Management Inc is a registered investment firm that has its headquarters in Greenwich, CT. It manages $2 billion in total assets across its 761 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 19 charitable organizations. Of its 761 customer accounts, 81% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically depend on which service is offered. However, fee types billed by Avity Investment Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avity Investment Management Inc Brokerage Details
$1,513,465,665
9
761
$1,988,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Christopher Ward Work History
Christopher has been registered as a financial advisor for 1 years.*
Avity Investment Management Inc
Gamco Investors, Inc
G.Research, LLC
Morgan Stanley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avity Investment Management Inc
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
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