Christopher Uliano (CRD# 2770170) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 19 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Td Bank N.a. | Tinton Falls, NJ | Feb 2022 - Current | 2 |
Td Private Client Wealth LLC | Tinton Falls, NJ | Feb 2022 - Current | 2 |
Pennsylvania State University | World Campus, PA | Aug 2013 - Current | 10 |
Santander Bank, Na | Boston, MA | Jul 2017 - Jan 2022 | 4 |
Santander Securities, LLC | Dorchester, MA | Jul 2017 - Jan 2022 | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Mar 2017 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2014 - Mar 2017 | 3 |
Northwestern Mutual Investment Services, LLC | Wall Township, NJ | Feb 2014 - Mar 2017 | 3 |
Northwestern Mutual Investment Services, LLC | Wall Township, NJ | Dec 2014 - Mar 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2004 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- FL
- ME
- NJ
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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