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Christopher Tafaro

11 Years of Experience
Washington, DC
Broker

Christopher Tafaro is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Washington, DC, with 11 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

800 Connecticut Avenue, N.W., Suite 1100, Washington, DC, 20006-2720

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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
Sanford C. Bernstein & CO., LLC
March 2022 - Present · 4 yrs 2 mos
Alliancebernstein L.P.
March 2022 - Present · 4 yrs 2 mos
Sanford C. Bernstein & CO., LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
July 2015 - July 2018 · 3 yrs
Fidelity Brokerage Services LLCBroker
January 2015 - March 2022 · 7 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 2014 - January 2015 · 5 mos
Fidelity Brokerage Services LLCBroker
March 2014 - July 2014 · 4 mos
State Registrations2 states
DCVA
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.