Christopher Alberti
Christopher Alberti is a registered investment advisor at Gwn Securities INC., based in Bridgewater, NJ, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
1011 Route 22, Suite 104, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent selling disability, life/accident/health, and long-term care insurance since 2014, dedicating a few hours per week. He also works full-time as a financial professional with Infiniti Financial Services Group and spends about 10-20% of his time as a financial representative for Shockproof Insurance LLC, providing fixed insurance products.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations3 states
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.