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Christopher K
Series 63, Series 65
Braintree, MA
Legacy Investment Advisors Inc.
Christopher Kristian is a financial advisor with Legacy Investment Advisors Inc. in Braintree, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Legacy Investment Advisors since 2000 and previously worked at Triad Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he serves as an executive vice president at TWG Insurance Agency LLC and is involved in charitable activities through a personal LLC related to pleasure sailing. Legacy Investment Advisors serves individuals, trusts, closely held business owners, and certain pension and corporate clients, providing investment advice and portfolio management primarily through third-party program managers. The firm manages approximately $5.4 million in client assets on a non-discretionary basis, using model portfolios and manager-of-managers platforms with automated rebalancing, and incorporates various analysis methods while accommodating client-imposed investment restrictions.
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