Christopher Englebert has been Founding Partner & Chief Investment Officer of Englebert Financial Advisers since January 2019, is a control person of the firm and directly owns between 25% and 50% of it. Christopher Englebert studied at the University of Minnesota.
Englebert Financial Advisers, LLC is an Allentown, PA firm with $157M under management, 297 clients and 3 advisers in one office, as of its June 2026 filing.
Chris Englebert is Founding Partner & Chief Investment Officer of Englebert Financial Advisers, based in Allentown, Pennsylvania. He began his career in 1984 with E.F. Hutton and in 1986 became a founding member of APIC, the Association of Professional Investment Consultants. His work focuses on Pennsylvania municipal finance, advising on asset allocation, manager selection and index utilization.
Christopher Englebert’s longest registration is the current one, 7 years at Englebert Financial Advisers since 2019. Before joining Englebert Financial Advisers in 2019, Christopher Englebert was registered through Beirne Wealth Consulting Services, LLC and Morgan Stanley.
- – present · 7 yearsAllentown, PA · Adviser representative · Firm CRD 300568
- Beirne Wealth Consulting Services, LLC– · 5 yearsAllentown, PA · Adviser representative · Firm CRD 167103
- Morgan Stanley– · 2 yearsAllentown, PA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Christopher Englebert is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2019; the most recent is Texas, in July 2020.
- PennsylvaniaSince 19 September 2019
- TexasResidentSince 6 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 1992 |
| Series 3 | National Commodity Futures Examination | 1 March 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 1983 |
| Series 7 | General Securities Representative Examination | 17 December 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Paul Englebert
- CRD
- 1220085
- Firm
- Englebert Financial Advisers · CRD 300568
- Role
- Founding Partner & Chief Investment Officer
- Office
- 1275 GLENLIVET DRIVE, SUITE 335, Allentown, PA 18106
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- englebertfinancialadvisers.com
Where does Christopher Englebert work?
Christopher Englebert has been Founding Partner & Chief Investment Officer of Englebert Financial Advisers, LLC since January 2019, and is a control person of the firm.
Is Christopher Englebert a financial advisor?
Yes. Christopher Englebert has a current investment-adviser registration in Pennsylvania and Texas, through Englebert Financial Advisers since September 2019.
How many years of experience does Christopher Englebert have?
Christopher Englebert has 15 years in the financial industry, since February 2011, across 3 adviser firms.
What exams has Christopher Englebert passed?
Christopher Englebert has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in December 1983.
Where did Christopher Englebert work before Englebert Financial Advisers?
Before Englebert Financial Advisers, Christopher Englebert was registered through Beirne Wealth Consulting Services, LLC, January 2014 to September 2019; Morgan Stanley, February 2011 to January 2014.
Where is Christopher Englebert based?
Christopher Englebert’s registered office is in Allentown, PA.
Is Christopher Englebert registered with FINRA?
No. Christopher Englebert has no current broker registration.
How can I verify Christopher Englebert’s record?
Search CRD 1220085 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Englebert’s full registration record.