Christian Ordonez (CRD# 7256480) is an Investment Advisor Representative working at Rockefeller Capital Management in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | Boston, MA | Nov 2021 - Current | 2 |
| Goldman Sachs & Company LLC | Canonsburg, PA | Jan 2021 - Nov 2021 | < 1 |
| The Ayco Company, L.p./mercer Allied | Canonsburg, PA | May 2020 - Jan 2021 | < 1 |
| The Ayco Company, LP | Canonsburg, PA | Jan 2019 - May 2020 | 1 |
| Robert Morris University | Coraopolis, PA | Aug 2017 - May 2020 | 2 |
| Bados Cucina | Mcmurray, PA | May 2017 - Dec 2018 | 1 |
| John Carroll University | University Heights, OH | Aug 2016 - May 2017 | < 1 |
| Ralph Lauren Outlet | Washington, PA | Nov 2014 - Aug 2016 | 1 |
| Peters Township High School | Mcmurray, PA | Sep 2012 - Jun 2016 | 3 |
| St. Clair Country Club | Pittsburgh, PA | May 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- MA
- TX
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Total Assets Under Management51,821MILLIONS
-
Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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