Christopher LundyCRD Number: 5326883
Current Firm: Naples Asset Management Company, LLC
Christopher Lundy (CRD# 5326883) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 2 years of experience in the finance industry.
Riverglades Family Offices, LLC
Aci Wealth Advisors
Mwm Investment Consulting, LLC
|Naples Asset Management Company||Naples, FL||Aug 2014 - Current||2|
|T3 Trading Group||New York, NY||Mar 2011 - Current||5|
|Jp Morgan||Brookyln, NJ||Oct 2011 - Aug 2014||2|
|Unemployed||Weehawken, NJ||Jan 2010 - Mar 2011||1|
|William Paterson Univ||Wayne, NJ||Sep 2010 - Jan 2011||< 1|
|Us Dept Of Labor||Hoboken, NJ||Jun 2010 - Sep 2010||< 1|
|City Of Jersey City||Jersey City, NJ||Jun 2009 - Sep 2010||1|
|William Paterson Univ||Wayne, NJ||Sep 2009 - Jun 2010||< 1|
|Unemployed||Weehawken, NJ||Oct 2008 - Jun 2009||< 1|
|E*trade Securities LLC||Jersey City, NJ||Mar 2007 - Oct 2008||1|
|Unemployed||Jersey City, NJ||Jan 2007 - Mar 2007||< 1|
|Ramapo College Of New Jersey||Mahwah, NJ||Sep 2006 - Jan 2007||< 1|
|Hudson County School Of Technology||Jersey City, NJ||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management105MILLIONS
Total Number of Accounts338ACCOUNTS
Average Account Value$310,104
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, MS, NC, NJ, NY, OH, OR, TX
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