CP
CP

Christopher Picone

12 Years of Experience
Bohemia, NY
Broker

Christopher Picone is a registered investment advisor at Cetera Investment Advisers LLC, based in Bohemia, NY, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

600 Johnson Avenue C 9, Bohemia, NY, 11716

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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 Activities

Christopher is a full-service mortgage broker through PRS Capital Group since 2007, dedicating about half his time to this. He also assists in tax preparation through Spatola and Associates since 2013, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
July 2018 - September 2025 · 7 yrs 2 mos
Hd Vest Investment ServicesBroker
October 2013 - June 2018 · 4 yrs 8 mos
State Registrations3 states
CAFLNY
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.