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Christopher Lombardo is a financial advisor registered with CIBC Private Wealth Advisors, Inc., and has been in the industry since May 1999. Christopher holds a Chartered Financial Analyst designation. Christopher has provided financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Christopher has been active in the industry for over 23 years, holding Series 6, 63, and 65 licenses. Christopher is registered in Arizona, California, Connecticut, Florida, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, and Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Index provider
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
02/07/2022 - Present
Cibc Private Wealth Advisors, Inc. (New York NY)
Active
Inactive
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