Christopher Ryan Coolidge
Investment adviser representative at Brookwood Investment Group
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Brookwood Investment Group, LLCDec 2023 to now
- Clearview Portfolio Consulting, LLCApr 2020 to Nov 2023
- UnemployedSep 2019 to Mar 2020
- Ambassador Advisors, LLCFeb 2019 to Aug 2019
- Bluestone Capital ManagementJul 2017 to May 2018
- Oceansquare Asset Management, LLCJun 2017 to Dec 2018
- Bpu Investment Management, Inc.Aug 2016 to Jul 2017
- Solenture Advisors LLCMay 2016 to Jan 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2940840
- Firm CRD
- 316544