CK
CK

Christopher Michael Kenneally

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
Loading...

Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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 ActivitiesSells Insurance

Christopher operates Christopher Edwards Financial Associates as a DBA for his LPL business and as a registered investment advisor. He also provides investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm, and sells non-variable insurance through Partners Advantage, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Fortis Group Advisors LLC
February 2021 - Present · 5 yrs
LPL Financial LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
Invest Financial CorporationBroker
February 2014 - February 2018 · 4 yrs
State Registrations33 states
ARAZCACOCTDEFLGAIAILINLAMAMDMENCNDNENHNJNMNVNYOHOKPASCSDTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.