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Christopher Charles Truscello

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

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Location

918 Maple St, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a financial representative selling fixed insurance products, including life insurance, annuities, long-term care, disability, and group life and health insurance, dedicating about half of his time to this activity. He is also a member of BBCH Reality Partners, LLC, a property holding company, and spends minimal time on maintenance work related to this.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 2 mos
Dfpg Investments, LLCBroker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Dfpg Investments, LLC
May 2022 - December 2023 · 1 yr 7 mos
Hornor, Townsend & Kent, LLC
September 2016 - May 2022 · 5 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
September 2016 - May 2022 · 5 yrs 8 mos
Newsquare Capital, LLC
March 2016 - December 2016 · 9 mos
Msi Financial Services, INC.
January 2015 - September 2016 · 1 yr 8 mos
Msi Financial Services, INC.Broker
July 2014 - September 2016 · 2 yrs 2 mos
New England Securities Corporation
July 2002 - January 2015 · 12 yrs 6 mos
New England SecuritiesBroker
May 2000 - January 2015 · 14 yrs 8 mos
Pruco Securities CorporationBroker
January 1999 - May 2000 · 1 yr 4 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.