Christopher Joseph Bak
Investment adviser representative at Thrive Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$656.7MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Thrive Financial Services, LLCNov 2023 to now
- Thrive Insurance Group, LLCNov 2023 to now
- Thrive Capital Management, LLCAug 2020 to now
- Thrive Financial Services, LLCMar 2021 to Aug 2023
- Liberty Partners Financial Services, LLC.Jun 2019 to Aug 2020
- Efficient AdvisorsOct 2017 to Aug 2020
- Boenning & ScattergoodJun 2016 to Oct 2017
- Nicks Roast BeefSep 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Thrive Capital Management, LLC
$656.7MAssets managed
786Clients
17Advisers
5 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
- 6278208
- Firm CRD
- 281347