CF
CFP
CF
CFP

Christopher Figaro

15 Years of Experience
Madison, WI
Broker

Christopher Figaro is a CFP-designated registered investment advisor at Steward Partners Investment Advisory, LLC, based in Madison, WI, with 15 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
478 advisors
Number of Clients
42,763 clients
Average Client Portfolio
$859K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

440 Science Drive, Suite 303, Madison, WI, 53711

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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 Activities

Christopher is an owner/partner in Vantage Point Private Wealth, LLC and VPWISCO LLC, both financial services DBAs. He dedicates minimal time to VPWISCO LLC during trading hours.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
June 2024 - Present · 2 yrs 4 mos
Steward Partners Investment Solutions, LLC
July 2023 - Present · 3 yrs 3 mos
Steward Partners Investment Solutions, LLCBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Steward Partners Investment Solutions, LLC
July 2023 - July 2024 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - July 2023 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - July 2023 · 8 yrs 8 mos
Agile Pt Group LLCBroker
February 2013 - April 2013 · 2 mos
Bear Wagner Specialists LLCBroker
July 2003 - March 2007 · 3 yrs 8 mos
State Registrations25 states
AZCACOCTFLGAIAILINKSMDMIMNMTNJNVNYOHSCTNTXUTVAWAWI
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.
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