Christopher Diodato (CRD# 5931086) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry. Christopher Diodato 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Dance Instructor | Jupiter, FL | Apr 2024 - Current | < 1 |
| Wellth Financial Planning | North Palm Beach, FL | Jun 2020 - Current | 3 |
| Union Bridge Capital | Pittsburgh, PA | Jan 2018 - Current | 6 |
| Cantilever Wealth Management LLC | Pittsburgh, PA | Jan 2018 - Current | 6 |
| Tlg Advisors Inc. | Littleton, CO | Jan 2018 - Current | 6 |
| The Leaders Group Inc. | Littleton, CO | Jan 2018 - Oct 2022 | 4 |
| Lowry Research Corporation | Palm Beach Gardens, FL | Apr 2016 - Dec 2017 | 1 |
| Chase Bank N.a. | Palm Beach Gardens, FL | Oct 2015 - Mar 2016 | < 1 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Mar 2015 - Sep 2015 | < 1 |
| Morgan Stanley | Camp Hill, PA | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- PA
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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