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Christopher Voisine

20 Years of Experience
Melville, NY
1 DisclosureBrokerSells Insurance

Christopher Voisine is a registered investment advisor at Equitable Advisors, LLC, based in Melville, NY, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

395 North Service Road, Suite 206, Melville, NY, 11747

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Denied
Other Business ActivitiesSells Insurance

Christopher operates under the DBA Blue Cove Capital and engages in various outside insurance activities. He also serves as a board member for Heal Our Heroes, dedicating minimal time.

Employment History
Current Registrations
Equitable Advisors, LLC
April 2010 - Present · 16 yrs 5 mos
Equitable Advisors, LLC
November 2005 - Present · 20 yrs 10 mos
Equitable Advisors, LLCBroker
November 2005 - Present · 20 yrs 10 mos
State Registrations23 states
CACTDCDEFLGAMDMTNCNHNJNVNYOHPARISCTNTXUTVAVTWI
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.