Christopher Rupp
Christopher Rupp is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glastonbury, CT, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
115 Glastonbury Blvd, Suite 100, Glastonbury, CT, 06033
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is a board member and chair of the investment committee for Cherish The Children Foundation, dedicating minimal time. He is also a partner and financial advisor at Crescent Point Private Wealth, LLC (taking about half of Christopher's time), owner and sole partner at DJA Financial, LLC (dedicating about 10-20% of his time), and a broker for Highland Capital Brokerage, assisting clients with insurance needs (dedicating minimal time).
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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