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Christian Mcvey Review

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Christian Mcvey, based in Wellesley, MA, is an Investment Advisor with 21 years of experience. Christian is registered with F L Putnam Investment Management Co., which provides investment advisory services for 1,145 clients.



Registration Questions


After checking the registration records of Christian Mcvey, our system has identified the following question(s) to ask. Learn more.

announcement Why did you choose to practice as an Investment Advisor?

Why ask? There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Financial professionals who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Our system found no other registration questions to ask. Checks take place monthly.


Regulatory Questions


After checking the regulatory records of Christian Mcvey, our system found no regulatory questions to ask. Checks take place monthly.

Next Step: Don’t forget! View the F L Putnam Investment Management Co. profile(s) for more questions to ask.



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Professional Summary


Christian Mcvey is a Investment Advisor registered with F L Putnam Investment Management Co.. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).

Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.


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Financial Advisor Value
First Name Christian
Last Name Mcvey
Type Investment Advisor
Education Ask advisor
FINRA Active Previously (View Finra BrokerCheck CRD#1318364)
SEC Active Yes (View SEC IAPD CRD#1318364)
Office Address 20 William St g40, Wellesley, MA 02481

Personal Bio


Financial professional has not provided a personal bio.



Compensation Options Result
% Assets Ask Advisor
Fixed Ask Advisor
Hourly Ask Advisor
Commissions No

Certifications


Financial professional has not provided their certifications (e.g., CFP, CFA).




Regulatory History


Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Christian Mcvey, investor.com identified the following regulatory disclosures.

Disclosure Result
Customer Disputes None
Terminations None
Financial Disclosures None
Judgment/Liens None
Regulatory Events None
Civil Events None
Criminal Disclosures None
Investigations None
Total Years Registered 21 years
Total Registered Employers 3


F L Putnam Investment Management Co.



F L Putnam Investment Management Co., registered in 1984, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 25 advisors. F L Putnam Investment Management Co. manages $2.8 billion and provides investment advisory services for 1,145 clients (1:46 advisor/client ratio).

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This automated report was generated using SEC and FINRA data and was last updated on August 11th, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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