CC
CFP
CC
CFP

Christopher Cullina

4 Years of Experience
Parsippany, NJ

Christopher Cullina is a CFP-designated registered investment advisor at M.K. Byrne & CO. LLC, based in Parsippany, NJ, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
34 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$76.9M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Subject to a $10,000 annual fee minimum which includes 5 non-transferable hours of tax and financial planning services each year.

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

2001 Route 46, Suite 211, Parsippany, NJ, 07054

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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
M.K. Byrne & CO. LLC
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
NJ
Advisor

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.