Christopher
Poch

Promethium

CRD#1190130
Investment Advisor
in Bethesda, MD

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About this Advisor

Christopher Poch is a financial advisor based in Bethesda, Maryland, working with Promethium. Christopher has previously held positions at Bessemer Investor Services, Inc, Rmb Capital Management, LLC, Morgan Stanley, Independent Consulting And Writing, Morgan Stanley Private Bank, National Association, Promethium Advisors, LLC, and Morgan Stanley Private Bank, N.A. Christopher has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Maryland, New York, and Virginia. Currently, Christopher is part of Promethium, which operates out of Bethesda, Maryland. The firm has 3 employees and manages assets totaling $281.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Promethium includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7272 Wisconsin Ave 10-105
Bethesda, MD 20814

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Promethium Brokerage Details

Total Assets Under Management

$281,941,841

MD Average: $6,889,882,315
Total Number of Employees

3

MD Average: 45
Total Number of Accounts

201

MD Average: 765
Average Account Size

$1,402,696

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Christopher Poch Work History

2024 - Present (0 year)

Promethium Advisors, LLC

2017 - Present (7 years)

Morgan Stanley

2017 - Present (7 years)

Morgan Stanley Private Bank, National Association

2017 - Present (7 years)

Morgan Stanley Private Bank, N.A

2016 - 2016 (< 1 year)

Rmb Capital Management, LLC

2016 - 2017 (1 year)

Independent Consulting And Writing

2010 - 2016 (6 years)

Bessemer Investor Services, Inc

Disclosures

Please visit the SEC profile of Christopher Poch 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 Promethium

Edward Giese
Bethesda, MD
Christopher Poch
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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