CQ
CFP
CQ
CFP

Christopher Quartararo

17 Years of Experience
New York, NY
BrokerSells Insurance

Christopher Quartararo is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

320 Park Avenue, Fl 14, New York, NY, 10022

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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

Christopher is the trustee of a life insurance trust established by his parents, sending premium payments to an insurance company. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - July 2020 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2019 - July 2020 · 8 mos
Deutsche Bank Securities INC.Broker
December 2009 - June 2019 · 9 yrs 6 mos
Metlife Securities INC.Broker
August 2009 - November 2009 · 3 mos
Signator Investors, INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
State Registrations35 states
AZCACOCTDCFLGAIAIDILINMAMDMEMIMNMOMSNCNENHNJNVNYOHORPASCTNTXVAVTWAWIWV
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.