Christopher Desalvo (CRD# 7644343) is an Investment Advisor Representative working at Lido in Broomfield, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lido Advisors, LLC | Broomfield, CO | Aug 2022 - Current | 1 |
Battelle | Boulder, CO | Mar 2021 - Jul 2022 | 1 |
Unemployed | Chicago, IL | Aug 2020 - Feb 2021 | < 1 |
Music Solutions | Bollingbrook, IL | Jun 2016 - Dec 2020 | 4 |
Elmhurst University | Elmhurst, IL | Aug 2018 - Aug 2020 | 2 |
William Blair | Chicago, IL | Dec 2019 - Jul 2020 | < 1 |
Elmhurst University | Elmhurst, IL | Sep 2019 - Dec 2019 | < 1 |
College Of Dupage | Glen Ellyn, IL | Aug 2016 - Aug 2018 | 2 |
Willowbrook High School | Villa Park, IL | Aug 2012 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
- CO
-
Total Assets Under Management19,656MILLIONS
-
Total Number of Accounts19,744ACCOUNTS
-
Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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