CT
CFP
CT
CFP

Christopher Tuttle

34 Years of Experience
New York, NY
Sells Insurance

Christopher Tuttle is a CFP-designated registered investment advisor at Tuttle Financial Services, LTD., based in New York, NY, with 34 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

119 West 24th Street, 4th Floor, New York, NY, 10011-1913

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent/broker, evaluating fixed insurance products for clients, dedicating minimal time. He also works as a part-time instructor of CFP(R) curriculum, spending about 10-20% of his time teaching.

Employment History
Current Registrations
Tuttle Financial Services, LTD.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2006 - July 2020 · 13 yrs 11 mos
Signator Investors, INC.
March 2006 - August 2006 · 5 mos
Signator Investors, INC.Broker
January 2003 - August 2006 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
November 1996 - January 2003 · 6 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
November 1996 - January 2002 · 5 yrs 2 mos
Paribas CorporationBroker
November 1994 - November 1995 · 1 yr
Sumitomo Bank Securities, INC.Broker
March 1992 - September 1994 · 2 yrs 6 mos
Chase Securities, INC.Broker
July 1990 - December 1991 · 1 yr 5 mos
Chase Manhattan Capital Finance CorporationBroker
June 1989 - February 1990 · 8 mos
Bt Securities CorporationBroker
May 1987 - September 1987 · 4 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Tuttle - Financial Advisor | TrueAdvisor