Christopher Piccoli is a CFP-designated registered investment advisor at Mariner Wealth, based in Madison, NJ, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
One Giralda Farms, Ste. 130, Madison, NJ, 07940
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is an Advisory Board Member at CDT Capital Management, providing guidance on the company's strategic direction. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
The Mather Group, LLC
Ci Private Wealth
Regentatlantic
J.P. Morgan Securities LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Fred Alger & Company, IncorporatedBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations1 state
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.