CD
CD

Christopher Direnzo

1 Year of Experience
Wyomissing, PA
Broker

Christopher Direnzo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wyomissing, PA, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2747 Century Blvd, Wyomissing, PA, 19610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher works at Fulton Bank, helping clients invest for retirement, dedicating about half of his time to this role. He also serves on the advisory board for The Janus School, a non-profit, spending minimal time assisting with governance, strategic planning, and financial statement review.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
State Registrations1 state
PA
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.