CB
CB
Christian Berardinis
23 Years of Experience
West Palm Beach, FL
3 Disclosures
Christian Berardinis is a registered investment advisor at Aperture Advisors LLC, based in West Palm Beach, FL, with 23 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
West Palm Beach, FL
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Regulatory History (3)
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Regulatory
September 2024Final
Employment Separation After Allegations
June 2023Customer Dispute
March 2023Settled
Employment History
Current Registrations
Aperture Advisors LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Morgan Stanley
May 2020 - July 2023 · 3 yrs 2 mos
Morgan StanleyBroker
July 2015 - July 2023 · 8 yrs
J.P. Morgan Securities LLCBroker
July 2011 - August 2015 · 4 yrs 1 mo
Phoenix Derivatives Group, LLCBroker
April 2010 - June 2011 · 1 yr 2 mos
Oppenheimer & CO. INC.Broker
July 2008 - April 2010 · 1 yr 9 mos
J.P. Morgan Securities INC.Broker
May 2005 - August 2008 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2003 - May 2005 · 2 yrs
Banc of America Securities LLCBroker
November 2001 - May 2003 · 1 yr 6 mos
State Registrations1 state
FL
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.