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Christopher John Certo

LNW

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About Christopher John Certo

Christopher Certo is an investment advisor representative for LNW Wealth Management, LLC in Seattle, WA. Christopher has been in the industry since 2015 and has a Series 7, Series 63 and Series 66 licenses. Christopher is a Certified Financial Planner and is also registered to conduct business in Washington. Christopher specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles and selection of other advisors. Christopher was previously employed at CHARLES SCHWAB & CO., INC. in Lynnfield, MA and FIDELITY BROKERAGE SERVICES LLC in Merrimack, NH.

Firm Information

Christopher Certo is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Certo’s Registration & Firm History

WA

05/09/2024 - Present

LNW (SEATTLE WA)

MA

11/03/2017 - 09/30/2020

CHARLES SCHWAB & CO., INC. (Lynnfield MA)

NH

08/10/2015 - 12/19/2016

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 11/25/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John Certo.
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