Christopher Dende, financial advisor New York NY
93 score

Christopher Dende

CRD Number: 6094103
Current Firm: Gerstein Fisher

Christopher Dende (CRD# 6094103) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 4 years of experience in the finance industry. Christopher Dende has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gerstein Fisher & Associates, Inc. New York, NY Aug 2015 - Current 1
Gfa Securities, LLC New York, NY Aug 2015 - Current 1
The Vanguard Group, Inc. Malvern, PA Jul 2012 - Jun 2015 2
University Of Rochester Rochester, NY Aug 2008 - Jun 2012 3
Clark Capital Management Group Philadelphia, PA Jul 2011 - Aug 2011 < 1
Nrc Retirement Consultants Financial Services Clarks Summit, PA Jun 2010 - Aug 2010 < 1
Scranton Preparatory School Scranton, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Christopher A. Dende
Phone Number: 212 968-0707
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,917
    MILLIONS
  • Total Number of Accounts
    5,880
    ACCOUNTS
  • Average Account Value
    $325,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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