Christopher Street Financial

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
Industry
Financial Services
Employees
21
Founded
1981
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Keith Roberts Financial Planning Associate - Mba - Tony Nominated Performer - Former American Ballet Theatre Principal Dancer
Email
Rick De Beauclair Director of Client Services - Christopher Street Financial
Email Phone
Jen Hatch Cfp®
Email Phone
Anthony Lam Experienced Financial Advisor & Corporate Professional
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 Email Phone
Finance 4 4 2

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