Christopher Lundy, financial advisor Naples FL
90 score

Christopher Lundy

CRD 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 3 years of experience in the finance industry.

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Aci Wealth Advisors
Company Name Location Dates Years
City Of New Jersey New Jersey, NJ Jan 2017 - Current 1
Naples Asset Management Company Naples, FL Aug 2014 - Current 3
T3 Trading Group New York, NY Mar 2011 - Current 7
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
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
Contact Info for Christopher R. Lundy
Phone Number: (239) 593-5525
Firm Website:
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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