CG
CG

Christopher Genatossio

18 Years of Experience
Boston, MA
Broker

Christopher Genatossio is a registered investment advisor at LPL Financial LLC, based in Boston, MA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

Boston, MA

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher operates Arsenal Financial, LLC as a DBA for his LPL business, spending a few hours per week, and also as a Registered Investment Advisor DBA, spending minimal time. He also has Winterfell Private Wealth as a business entity for tax/investment purposes, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
July 2017 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
July 2017 - Present · 9 yrs 2 mos
Previous Registrations
Arsenal Financial, LLC
March 2018 - February 2026 · 7 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated
June 2017 - July 2017 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
October 2015 - July 2017 · 1 yr 9 mos
Morgan StanleyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations13 states
AKCACTDCFLMAMINHNJNYPASCTX
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.