Christopher FalzoneCRD Number: 6802183
Current Firm: Clarfeld
Christopher Falzone (CRD# 6802183) is an Investment Advisor Representative working at Clarfeld in Providence, RI and has 1 year of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Citizens Bank||Providence, RI||May 2017 - Current||4|
|Magellan Jets, LLC||Quincy, MA||Jul 2016 - May 2017||< 1|
|N/a||N/a, MA||Apr 2016 - Jul 2016||< 1|
|Rockland Trust Company||Boston, MA||Apr 2013 - Apr 2016||3|
|Rackemann, Sawyer & Brewster||Boston, MA||Jul 2002 - Apr 2013||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management5,018MILLIONS
Total Number of Accounts3,127ACCOUNTS
Average Account Value$1,604,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA
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