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Christian Comberg

35 Years of Experience
Charlottesville, VA
1 DisclosureBroker

Christian Comberg is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Charlottesville, VA, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

1759 Worth Park, Charlottesville, VA, 22911

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History

Regulatory History (1)
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Customer Dispute
March 2018
Denied
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
May 2018 - Present · 8 yrs
Stifel, Nicolaus & Company, Incorporated
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2018 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2008 - May 2018 · 10 yrs 4 mos
A. G. Edwards & Sons, INC.
September 1997 - January 2008 · 10 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
October 1990 - January 2008 · 17 yrs 3 mos
F.N. Wolf & CO., INC.Broker
April 1990 - October 1990 · 6 mos
State Registrations23 states
AZCACTFLGAIAILLAMAMDMTNCNHNJNVNYOHOKORPASCTXVA
AdvisorBrokerBoth

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.