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Jeffrey Cristadoro

28 Years of Experience
Staten Island, NY
1 DisclosureBroker

Jeffrey Cristadoro is a registered investment advisor at LPL Financial LLC, based in Staten Island, NY, with 28 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.

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Location

Staten Island, NY

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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
January 2002
Denied
Other Business Activities

Jeffrey operates Cristadoro Wealth Management as a DBA for his LPL business. This activity is investment-related and takes up nearly all of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - April 2024 · 1 yr 9 mos
B. Riley Wealth Advisors, INC.
January 2011 - April 2024 · 13 yrs 3 mos
National Securities CorporationBroker
January 2011 - July 2022 · 11 yrs 6 mos
Asset & Financial Planning, LTD
October 2009 - January 2011 · 1 yr 3 mos
Prime Capital Services, INC.Broker
March 2009 - January 2011 · 1 yr 10 mos
Hsbc Securities (USA) INC.
May 2007 - March 2009 · 1 yr 10 mos
Hsbc Securities (USA) INC.Broker
May 2007 - March 2009 · 1 yr 10 mos
Chase Investment Services CORP.
August 2000 - April 2007 · 6 yrs 8 mos
Chase Investment Services CORP.Broker
August 2000 - April 2007 · 6 yrs 8 mos
J.P. Turner & Company, L.L.C.Broker
June 1999 - August 2000 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1998 - June 1999 · 11 mos
J.P. Turner & Company, L.L.C.Broker
September 1997 - December 1997 · 3 mos
Coleman & Company Securities, INC.Broker
March 1997 - September 1997 · 6 mos
State Registrations5 states
FLGANJNYPA
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.
Jeffrey Cristadoro - Financial Advisor | TrueAdvisor