CG
CG

Christian John Garofalo

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,223 clients
Average Client Portfolio
$490K average
Assets Under Management
$598.9M

Fee Structure

Minimum Investment:None
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Location

3601 Green Rd Ste 100, Beachwood, OH, 44122

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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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Other Business ActivitiesSells Insurance

Christian is a 100% shareholder of CJ Garofalo Inc. He also provides investment advisory services through Tyler-Stone Wealth Management, LLC, spending about a quarter of his time on this. Christian dedicates minimal time to non-variable insurance and real estate rental.

Employment History
Current Registrations
Tyler-Stone Wealth Management, LLC
January 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
April 2004 - Present · 21 yrs 10 mos
LPL Financial LLC
April 2004 - Present · 21 yrs 10 mos
LPL Financial LLC
April 2004 - Present · 21 yrs 10 mos
Previous Registrations
Ws Griffith Securities, INC.
September 2003 - June 2004 · 9 mos
Ws Griffith Securities, INC.Broker
September 2003 - June 2004 · 9 mos
Financial Network Group LTD
November 2002 - September 2003 · 10 mos
Royal Alliance Associates, INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
AXA Advisors, LLCBroker
July 2000 - July 2002 · 2 yrs
State Registrations15 states
CACOFLGAILINMAMDNCNVNYOHPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.