Christopher Sauro, financial advisor New York NY
93 score

Christopher Sauro

CRD Number: 5369571
Current Firm: Learnvest Planning Services, LLC

Christopher Sauro (CRD# 5369571) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 7 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor New York NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor New York NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor New York NY
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Company Name Location Dates Years
Learnvest Planning Services, LLC New York, NY May 2013 - Current 3
Broadband Capital New York, NY Sep 2011 - Apr 2013 1
Intrinsic Advisory Garden City, NY Feb 2010 - Sep 2011 1
Wilmington Capital Securities Garden City, NY Feb 2010 - Sep 2011 1
Maxim Group LLC New York, NY Dec 2009 - Feb 2010 < 1
Unemployed New York, NY Oct 2009 - Dec 2009 < 1
Assent LLC New York, NY Jul 2009 - Oct 2009 < 1
E*trade Securities LLC Jersey City, NJ Dec 2008 - Jul 2009 < 1
Chimera Securities LLC New York, NY Aug 2008 - Nov 2008 < 1
Unemployed New York, NY Apr 2008 - Aug 2008 < 1
Rbc Professional Trader Group LLC New York, NY Jun 2007 - Apr 2008 < 1
Unemployed New York, NY Mar 2007 - Jun 2007 < 1
Promed Personnel Services Westbury, NY Oct 2006 - Mar 2007 < 1
Maxim Healthcare Services Stamford, CT Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Christopher J. Sauro
Phone Number: 212-675-6711
Firm Website: http://www.learnvest.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Christopher Sauro and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.