Christopher Gerald Fleegle
Investment adviser representative at Osaic Institutions, Inc.
18 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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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
18 years in the industry.
- First Commonwealth BankJun 2024 to now
- Osaic Institutions, Inc.Jun 2024 to now
- Northwest BankSep 2019 to Jun 2024
- LPL Financial, LLCAug 2017 to Jun 2024
- Cetera Investment Services LLCFeb 2014 to Aug 2017
- First National Bank of PaJun 2008 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5147631
- Firm CRD
- 35371