Christopher Makosch has been Partner/CCO of Schuylkill Financial since January 2007, is a control person of the firm and directly owns between 50% and 75% of it. Christopher Makosch holds an Accounting degree from Penn State University.
Schuylkill Financial, LLC is a Wyomissing, PA firm with $124M under management, 127 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Chris Makosch is Partner / Financial Advisor of Schuylkill Financial. Makosch started a career at a regional bank, was offered bank management opportunities, and later worked for a regional firm out of Philadelphia. In 2007, together with a colleague, Makosch established Schuylkill Financial LLC.
- Schuylkill Financial, LLCCurrent– present · 19 yearsWyomissing, PA · Adviser representative · Firm CRD 143052
Professional designations
Listed by Schuylkill Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Makosch is registered as an investment adviser representative in Pennsylvania, since February 2007.
- PennsylvaniaSince 21 February 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 October 2005 |
| Series 7 | General Securities Representative Examination | 2 August 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Kenneth Makosch
- CRD
- 4976405
- Firm
- Schuylkill Financial · CRD 143052
- Role
- Partner/CCO
- Office
- 711 SPRING ST., Wyomissing, PA 19610
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schuylkillfinancial.com
Where does Christopher Makosch work?
Christopher Makosch has been Partner/CCO of Schuylkill Financial, LLC since January 2007, and is a control person of the firm.
Is Christopher Makosch a financial advisor?
Yes. Christopher Makosch has a current investment-adviser registration in Pennsylvania, through Schuylkill Financial since February 2007.
How many years of experience does Christopher Makosch have?
Christopher Makosch has 19 years in the financial industry, since February 2007, across 1 adviser firm.
What exams has Christopher Makosch passed?
Christopher Makosch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005.
Where is Christopher Makosch based?
Christopher Makosch’s registered office is in Wyomissing, PA.
Is Christopher Makosch registered with FINRA?
No. Christopher Makosch has no current broker registration.
Is Christopher Makosch a CFP?
Schuylkill Financial lists Christopher Makosch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Chris Makosch, CFP® biography, schuylkillfinancial.com
How can I verify Christopher Makosch’s record?
Search CRD 4976405 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Makosch’s full registration record.
