CC
CFP
CC
CFP

Christopher Casto

11 Years of Experience
New Albany, OH
2 DisclosuresBroker

Christopher Casto is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in New Albany, OH, with 11 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 Market St Ste F, New Albany, OH, 43054-9031

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2022
Denied
Financial
October 2018
Final
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
April 2019 - Present · 7 yrs 6 mos
The Huntington Investment CompanyBroker
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2016 - March 2019 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
March 2015 - March 2019 · 4 yrs
State Registrations18 states
AZDEFLILINKYMIMNNCOHOKSCTNTXUTVAVirgin IslandsWI
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.
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