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Christopher Tortora

30 Years of Experience
Port Jefferson Station, NY
1 DisclosureBrokerSells Insurance

Christopher Tortora is a registered investment advisor at Park Avenue Securities LLC, based in Port Jefferson Station, NY, with 30 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

1075 Route 112, Port Jefferson Station, NY, 11776

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2013
Final
Other Business ActivitiesSells Insurance

Christopher sells term and universal life insurance since 2020. This activity takes minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2020 - Present · 5 yrs 6 mos
Park Avenue Securities LLC
January 2020 - Present · 6 yrs 4 mos
Park Avenue Securities LLCBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Voya Financial Advisors, INC.Broker
January 2011 - October 2019 · 8 yrs 9 mos
Ing Financial Advisers, LLCBroker
December 2007 - January 2011 · 3 yrs 1 mo
J.P. Morgan Securities INC.Broker
May 2001 - January 2007 · 5 yrs 8 mos
U.S. Bancorp Piper Jaffray INC.Broker
August 1999 - June 2001 · 1 yr 10 mos
Bny Clearing Services LLCBroker
December 1998 - August 1999 · 8 mos
Cibc Oppenheimer CORP.Broker
March 1998 - November 1998 · 8 mos
Gkn Securities CORP.Broker
June 1997 - February 1998 · 8 mos
First United Equities CorporationBroker
October 1996 - June 1997 · 8 mos
Investors Associates, INC.Broker
January 1995 - October 1996 · 1 yr 9 mos
Pruco Securities CorporationBroker
February 1994 - July 1994 · 5 mos
American Express Financial Advisors INC.Broker
September 1993 - January 1994 · 4 mos
Ids Life Insurance CompanyBroker
September 1993 - January 1994 · 4 mos
State Registrations9 states
COCTDEFLMANCNJNYSC
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.
Christopher Tortora - Financial Advisor | TrueAdvisor