linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Patrick Bertoldo

BAY Crest Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Patrick Bertoldo

Christopher Bertoldo is a financial professional with over 20 years of experience in the financial industry. Christopher is currently registered with Bay Crest Partners, LLC and has held previous positions at Guggenheim Securities, LLC, Point Capital Markets, LLC, MF Global Inc., and Deutsche Bank Securities Inc. Christopher has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Christopher Bertoldo is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Bertoldo’s Registration & Firm History

NY

10/05/2015 - Present

BAY Crest Partners, LLC (NY NY)

NY

05/20/2013 - 09/23/2015

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

NJ

11/29/2011 - 05/30/2013

POINT CAPITAL MARKETS, LLC (CHATHAM NJ)

NY

03/31/2011 - 12/01/2011

MF GLOBAL INC. (NEW YORK NY)

NY

03/09/2009 - 03/22/2011

BAY CREST PARTNERS, LLC (NEW YORK NY)

NY

03/09/2004 - 03/04/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

06/25/2002 - 03/12/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

06/10/1999 - 06/13/2002

NDB CAPITAL MARKETS, LP (NEW YORK NY)

NY

02/09/1998 - 06/25/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if Christopher Patrick Bertoldo is right for you?

Licenses & Designations

BC

Issued 09/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2008

Series 3 - National Commodity Futures Examination

BC

Issued 11/05/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christopher Patrick Bertoldo.
Not sure if Christopher Patrick Bertoldo is right for you?