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Christopher J Natale

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90
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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including insurance and insurance product administration through Diefendorf Planning Services, Ltd. and 3D Wealth Insurance Services, LLC, and serves as an IAR for Consolidated Portfolio Review Corp. and Retirement Planning & Administration, Inc., dedicating about 10-20% of his time to each of these roles.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
September 2018 - Present · 7 yrs 5 mos
Consolidated Portfolio Review CORP
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
3d Wealth RIA, LLC
May 2019 - July 2019 · 2 mos
Consolidated Portfolio Review CORP
February 2016 - December 2016 · 10 mos
Sterling Monroe Securities, LLCBroker
February 2016 - October 2018 · 2 yrs 8 mos
State Registrations6 states
LAMDNJNYSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.