Christopher None Vassallo
CV
CFP
Christopher None Vassallo
CV
CFP

Christopher Vassallo

13 Years of Experience

Christopher Vassallo is a CFP-designated registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 837 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
837 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$2.7B

Fee Structure

RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.

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Christopher None Vassallo
CV
Christopher Vassallo

Location

30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103

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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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Employment History
Current Registrations
Rtd Financial Advisors INC
October 2012 - Present · 13 yrs 6 mos
State Registrations2 states
NJPA
Advisor

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.

Exams
No exam information available for this advisor.
Christopher None Vassallo
CV
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Christopher Vassallo