| Advisor Profile |
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| Name: |
Christopher Tuttle |
| Phone Number: |
(646) 233-2796 |
| Website: |
Visit Website
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Business Description |
| Fee-Based Certified Financial Planner and Registered Investment Advisor in New York City |
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General Information |
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| States Licensed in: |
CA, CT, NY, FL, NJ, NC, MA
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| Years of Experience in Financial Services: |
35
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| Work Experience: |
35 Years in Financial Services industry - 23 years as tax based corporate finance banker and 12 years as individual Registered Investment Advisor, Certified Financial Planner, Insurance Agent, and Pension/Retirement planning consultant.
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| Foreign Languages Serviced: |
English
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Education |
| Academic Background |
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| Masters, Finance and Accounting - New York University's Stern School of Business |
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Services |
| Investment Types: |
Variable Insurance Products, Alternative Investments, Bonds, Stocks, Annuities, Mutual Funds, Options & Futures
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant, Chartered Life Underwriter, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Financial Planner
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| Securities Licenses: |
Series 24, Life & Health, Series 63, Series 65, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
200
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| Assets Managed by Firm: |
$25mm
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
250000
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| Compensation Methods: |
Based on Assets, Flat Fee, Hourly, Commissions
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| Fee % Based on Assets: |
Schedule
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| Minimum Fee Charged for Managed Accounts: |
5000
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| Prepared By: |
Christopher Tuttle |
| Most Recent Update: |
04/28/2008 |
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