Christopher Street Financial
Financial Services
475 Park Avenue South
21 employees
- Employees
- 21
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Christopher Street Financial Overview
- Headquarters
- 475 Park Avenue South
- Phone Number
- Available in AeroLeads
- Website
- christopherstreet.com
- Industry
- Financial Services
- Employees
- 21
- Founded
- 1981
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Christopher Street Financial
Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. We value the opportunities we create through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community. Founded in 1981, Christopher Street Financial began with a commitment to provide financial advice to New York City’s gay community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ+ community and those who share our values. Christopher Street Financial is an affiliate of Bluespring Wealth Partners, LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582 .
Christopher Street Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Christopher Street Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Keith Roberts | Financial Planning Associate - Mba - Tony Nominated Performer - Former American Ballet Theatre Principal Dancer | New York, United States |
Email
|
| Rick De Beauclair | Director of Client Services - Christopher Street Financial | New York, United States |
Email
Phone
|
| Jen Hatch Cfp® | New York, United States |
Email
Phone
|
|
| Anthony Lam | Experienced Financial Advisor & Corporate Professional | New York, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
2 profiles
Director
1 profile
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 2 |
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