Christopher Natale is a registered investment advisor, based in Woodbury, NY, with 10 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including insurance and insurance product administration through Diefendorf Planning Services, Ltd. and 3D Wealth Insurance Services, LLC, and serves as an IAR for Consolidated Portfolio Review Corp. and Retirement Planning & Administration, Inc., dedicating about 10-20% of his time to each of these roles.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
3d Wealth RIA, LLC
Consolidated Portfolio Review CORP
Sterling Monroe Securities, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.