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Christopher Kitaeff

17 Years of Experience
Phoenix, AZ
Broker

Christopher Kitaeff is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 17 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.

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Location

2111 E Highland Ave Ste B420, Phoenix, AZ, 85016

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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 Activities

Christopher operates Maher Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also has La Mans Wealth Management LLC, a business entity for tax and investment purposes, which also takes full-time hours.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - May 2024 · 14 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2009 - May 2024 · 14 yrs 6 mos
Roth Capital Partners, LLCBroker
July 2008 - October 2009 · 1 yr 3 mos
State Registrations31 states
ARAZCACODCDEFLHIILINKSLAMAMDMEMONCNJNMNVNYOHORPASCTNTXUTVAWAWI
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.