CI
CI

Christopher Jonathan Ippolito

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,709 clients
Average Client Portfolio
$220K average
Assets Under Management
$375.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Minimum Annual Fee:$2,500
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Location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

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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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Other Business Activities

Christopher is the Director of Portfolio Management at Mark J. Snyder Financial Services since 2016. This role involves securities research, portfolio analysis, retirement plans, financial advice, client communication, and meetings, taking up nearly all of Christopher's time.

Employment History
Current Registrations
Snyder Wealth Group
April 2021 - Present · 4 yrs 10 mos
Osaic Wealth, INC.Broker
February 2018 - Present · 8 yrs
Previous Registrations
Royal Alliance Associates, INC.
April 2022 - April 2022 · 0 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.