Christopher Ippolito is a registered investment advisor at Snyder Wealth Group, based in Medford, NY, with 8 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 Investment Management, Retirement Planning. Their firm serves 606 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range between 0.50% and 2.50% depending on the level and scope of services required. Fees are negotiable and may vary based on factors such as asset amount, account composition, and complexity.
Fee Estimator
Location
1733 N Ocean Ave, Suite B, Medford, NY, 11763
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Regulatory History
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.
Learn about disclosures →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
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Royal Alliance Associates, INC.
State Registrations2 states
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
More Advisors
- Eric TaitzSnyder Wealth Group
- Mark Snyder, ChFCOsaic Wealth, INC.