CP
CP

Christopher Prado

27 Years of Experience
Hudson, OH

Christopher Prado is a registered investment advisor at Ellsworth Advisors, LLC, based in Hudson, OH, with 27 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
860 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees are negotiable depending upon the needs of the Client and the complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1764 Georgetown Road, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is the founder and chairman of TC Open Charitable Foundation, dedicating minimal time to raising funds and making donations to charities supporting children. He is also a limited partner in Overlook Capital Partner, LLC, investing in growth-oriented private companies.

Employment History
Current Registrations
Ellsworth Advisors, LLC
May 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2019 - May 2024 · 4 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2019 - May 2024 · 4 yrs 9 mos
Mdt Advisers, a Division of Federated Mdta LLC
May 2010 - September 2019 · 9 yrs 4 mos
Federated Securities CORP.
November 2009 - September 2019 · 9 yrs 10 mos
Federated Investment Counseling
March 2005 - September 2019 · 14 yrs 6 mos
Federated Securities CORP.Broker
July 1998 - September 2019 · 21 yrs 2 mos
State Registrations2 states
OHPA
Advisor

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.