MC
ChFC
MC
ChFC

Michael Christodoulou

18 Years of Experience
Stony Brook, NY
2 DisclosuresBroker

Michael Christodoulou is a ChFC-designated registered investment advisor at Edward Jones, based in Stony Brook, NY, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

97F Main Street, Stony Brook, NY, 11790

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History

Regulatory History (2)
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.
Employment Separation After Allegations
July 2018
Customer Dispute
October 2015
Denied
Other Business Activities

Michael is an owner/landlord of a rental apartment in Great Neck, NY since 2018. He spends minimal time maintaining the property.

Employment History
Current Registrations
Edward Jones
November 2020 - Present · 5 yrs 11 mos
Edward JonesBroker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Pruco Securities, LLC.Broker
February 2008 - August 2018 · 10 yrs 6 mos
State Registrations22 states
AZCACOCTFLKYMDMEMINCNJNVNYOHOKPARISCTNTXVAWI
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.
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