CM
CFA
CM
CFA

Christopher Suttner Martin

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
2,081 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

520 Madison Avenue, New York, NY, 10022

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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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Employment History
Current Registrations
Jefferies Investment Advisers LLC
October 2023 - Present · 2 yrs 4 mos
Jefferies LLC
October 2023 - Present · 2 yrs 4 mos
Jefferies LLCBroker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
City National Rochdale
February 2013 - July 2021 · 8 yrs 5 mos
Cnr Securities, LLCBroker
January 2013 - July 2021 · 8 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.