Christopher Arnold Ray
Investment adviser representative at Pension & Wealth Management Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$529.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Boston PartnersAug 2026 to now
- Pension & Wealth Management AdvisorsJun 2026 to now
- Catherine RotmanFeb 2020 to Jul 2026
- Ralph RotmanFeb 2020 to Jul 2026
- Northwestern Mutual Wealth Management CompanySep 2018 to Jan 2020
- Northwestern Mutual Life Insurance CompanyJun 2018 to Jan 2020
- UnemployedJan 2017 to Jun 2018
- Numeric InvestorsMay 2015 to Jan 2017
- Man Investments Inc.May 2015 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Pension & Wealth Management Advisors
Legal name: Pension & Wealth Management Advisors, Inc.
$529.8MAssets managed
523Clients
8Advisers
6 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
- 4734023
- Firm CRD
- 309546