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Christo Terzidis

Hennion & Walsh Asset Management, INC.
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Hennion & Walsh Asset Management, INC.
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
67 advisors
Number of Clients
861 clients
Average Client Portfolio
$685K average
Assets Under Management
$590.1M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054

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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.

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Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
September 2019 - Present · 6 yrs 5 mos
Hennion & Walsh, INC.Broker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
PFS Investments INC.Broker
December 2018 - May 2019 · 5 mos
Primerica Advisors
December 2018 - January 2019 · 1 mo
Ameriprise Financial Services, INC.Broker
February 2016 - January 2017 · 11 mos
Ameriprise Financial Services, INC.
February 2016 - January 2017 · 11 mos
H.D. Vest Advisory Services, INC
December 2015 - February 2016 · 2 mos
Hd Vest Investment ServicesBroker
December 2015 - February 2016 · 2 mos
Ocm Investments, LLCBroker
January 2014 - December 2014 · 11 mos
Ing Financial Advisers, LLCBroker
July 2011 - August 2011 · 1 mo
Ing Investments Distributor, LLCBroker
March 2010 - January 2014 · 3 yrs 10 mos
Pinebridge Securities LLCBroker
April 2008 - March 2010 · 1 yr 11 mos
UBS Financial Services INC.Broker
September 2005 - January 2008 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
January 2000 - September 2005 · 5 yrs 8 mos
Ids Life Insurance CompanyBroker
January 2000 - September 2005 · 5 yrs 8 mos
Dljdirect INC.Broker
April 1999 - October 1999 · 6 mos
Nylife Distributors INC.Broker
January 1998 - April 1999 · 1 yr 3 mos
Andrew Garrett, INC.Broker
December 1996 - June 1997 · 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.