Christopher Falzone, financial advisor Providence RI

Christopher Falzone

CRD 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.

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Company Name Location Dates Years
Citizens Bank Providence, RI May 2017 - Current 3
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
Disclosure Information

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
Contact Info for Christopher M. Falzone
Phone Number: 914-846-0100
Firm Website: http://www.clarfeld.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    4,575
    MILLIONS
  • Total Number of Accounts
    3,064
    ACCOUNTS
  • Average Account Value
    $1,493,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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