CR
CFP
CR
CFP

Christopher Rizzio

5 Years of Experience
Farmington, CT
BrokerSells Insurance

Christopher Rizzio is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmington, CT, with 5 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

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

74 Batterson Park Rd., Ste. 303, Farmington, CT, 06032

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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 ActivitiesSells Insurance

Christopher is an independent insurance agent for various companies since April 2023, dedicating about 10-20% of his time to this. He also works as an advisory representative of a RIA, spending nearly full-time hours on trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
May 2022 - Present · 4 yrs 5 mos
Cambridge Investment Research, INC.Broker
September 2021 - Present · 5 yrs 1 mo
State Registrations1 state
CT
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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