Christopher Deleonardo
CRD Number: 5859614Current Firm: Berthel Fisher & Company Financial Services, Inc.
Christopher Deleonardo (CRD# 5859614) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 13 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Sarasota, FL | Sep 2021 - Current | 2 |
| Berthel Fisher & Company Financial Services, Inc. | Sarasota, FL | Nov 2017 - Current | 6 |
| Bb&t Investment Services, Inc. | Sarasota, FL | Feb 2015 - Nov 2017 | 2 |
| Wells Fargo Advisors LLC | Sarasota, FL | Oct 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- FL
-
Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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