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Christian Cardello

29 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance

Christian Cardello is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pittsburgh, PA, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

1580 McLaughlin Run Road Suite 107, Pinebridge Commons, Pittsburgh, PA, 15241

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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.
Customer Dispute
May 2002
Denied
Other Business ActivitiesSells Insurance

Christian is a partner in RDSC Amici LLC, an independent insurance agent for various companies, and the owner of CSG Properties LLC. He also works as an advisory representative of a RIA, spending about half his time on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2014 - Present · 12 yrs 7 mos
Cambridge Investment Research Advisors, INC.
February 2014 - Present · 12 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2011 - February 2014 · 2 yrs 3 mos
Cetera Advisor Networks LLCBroker
November 2011 - February 2014 · 2 yrs 3 mos
The Huntington Investment Company
December 2010 - November 2011 · 11 mos
The Huntington Investment CompanyBroker
August 2007 - November 2011 · 4 yrs 3 mos
National Planning CorporationBroker
July 2005 - August 2007 · 2 yrs 1 mo
Walnut Street Securities, INC.Broker
February 1998 - July 2005 · 7 yrs 5 mos
Janney Montgomery Scott INC.Broker
May 1997 - July 1997 · 2 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1996 - March 1997 · 1 yr 2 mos
John Hancock Distributors, INC.Broker
January 1996 - March 1997 · 1 yr 2 mos
State Registrations6 states
AZFLGAOHPAWV
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.