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Christopher Melvin frank Saccomanno

D. Scott Neal, Inc.

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About Christopher Melvin frank Saccomanno

Christopher Saccomanno is a financial advisor in LEXINGTON, KY, affiliated with D. Scott Neal, Inc. Christopher is registered with the state of Kentucky. Christopher has passed the Series 6, Series 63 and SIE exams.

Firm Information

Christopher Saccomanno is currently registered with D. Scott Neal, Inc.. D. Scott Neal, Inc. is an investment advisor based in Lexington, Kentucky. The firm provides financial planning, portfolio management for businesses and individuals, and educational seminars. They manage approximately $352 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
D. Scott Neal, Inc.

3292 EAGLE VIEW LANE

LEXINGTON, KY 40509

$352.03M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Saccomanno’s Registration & Firm History

KY

11/09/2021 - Present

D. Scott Neal, Inc. (LEXINGTON KY)

KY

03/24/2014 - 11/18/2014

J.P. MORGAN SECURITIES LLC (LEXINGTON KY)

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Licenses & Designations

BC

Issued 04/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Melvin frank Saccomanno. Review regulatory record here.
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