CC
CC

Christoper Cevasco

31 Years of Experience
Oceanport, NJ
BrokerSells Insurance

Christoper Cevasco is a registered investment advisor at LPL Financial LLC, based in Oceanport, NJ, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

Oceanport, NJ

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher provides accounting services for Jeffrey Zatzkin DDS, spending about 10% of his time. He also works at Cevasco & Associates LLC doing tax preparation, accounting, and CPA work, dedicating about half his time.

Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cadaret Grant & CO INC
July 2017 - November 2023 · 6 yrs 4 mos
Cadaret Grant & CO INC
January 1998 - January 2006 · 8 yrs
Cadaret, Grant & CO., INC.Broker
November 1995 - November 2023 · 28 yrs
Pruco Securities CorporationBroker
June 1995 - December 1995 · 6 mos
Investment Advisors & Consultants, INC.Broker
January 1995 - May 1995 · 4 mos
State Registrations9 states
CACTFLMDNHNJNYPAVA
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.