Christopher
Paleologus

Meyer Capital Group

CRD#6299759
Investment Advisor
in Marlton, NJ

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About this Advisor

Christopher Paleologus is a certified financial planner and chartered financial analyst based out of Marlton, New Jersey, with a total of 1 year of relevant experience. Paleologus is currently employed by Meyer Capital Group. During their career, the advisor has held roles at Blue Bell Private Wealth Management, Aepg Wealth Strategies, Wealth Enhancement Group and Meyer Capital Group. Paleologus maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in New Jersey and Pennsylvania. Meyer Capital Group is an advisory firm that has its headquarters in Marlton, NJ. The firm has offices in two locations and a total of 18 financial advisors. It oversees $2 billion in assets between its 2,306 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 2,306 customer accounts, 20% are held by high-net-worth clients who have more than $1 million in assets. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules usually depend on the financial services offered. Fee types billed by Meyer Capital Group likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

525 Route 73N, Suite 312
Marlton, NJ 08053

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Meyer Capital Group Brokerage Details

Total Assets Under Management

$1,484,000,000

NJ Average: $10,121,009,343
Total Number of Employees

18

NJ Average: 92
Total Number of Accounts

2,306

NJ Average: 6,978
Average Account Size

$643,539

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Christopher Paleologus Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Meyer Capital Group

2020 - 2021 (1 year)

Blue Bell Private Wealth Management

2019 - 2020 (1 year)

Wealth Enhancement Group

2017 - 2019 (2 years)

Aepg Wealth Strategies

2012 - 2017 (5 years)

Blue Bell Private Wealth Management

*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 Paleologus 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 Meyer Capital Group

Danielle Margulis
Marlton, NJ
Michael Smithwick
Marlton, NJ
Marc Meyer
Marlton, NJ
Kenneth Bradshaw
Marlton, NJ
Thomas Meyer
Marlton, NJ
Marianne Rullo
Marlton, NJ
Michael Howley
Marlton, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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