CC
CFP
CC
CFP

Christina Capobianco

7 Years of Experience
Clifton Park, NY
BrokerSells Insurance

Christina Capobianco is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Clifton Park, NY, with 7 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

6 Executive Park Drive, Suite A, Clifton Park, NY, 12065

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christina is a registered professional supporting Anthony Capobianco at Capobianco & Associates, LLC, a financial services firm, dedicating full-time hours to this role. She also works as an insurance agent selling fixed insurance products for various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Cetera Advisor Networks LLC
May 2023 - June 2023 · 1 mo
Blackrock Investment Management, LLC
October 2018 - March 2023 · 4 yrs 5 mos
Blackrock Investments, LLCBroker
August 2018 - March 2023 · 4 yrs 7 mos
State Registrations17 states
CTFLGAILKYMAMDNCNHNJNVNYOHRISCTXVT
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.