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Christopher Paul Morello

Performance Trust Capital Partners, LLC

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About Christopher Paul Morello

Christopher Morello is a financial professional with over 30 years of experience in the industry. Christopher has held a variety of roles at prominent financial institutions, including J.P. Morgan Securities Inc., UBS Securities LLC, and PaineWebber Incorporated. Christopher is currently a registered representative with Performance Trust Capital Partners, LLC, and is licensed to provide securities and investment advisory services in several states. Christopher has a broad range of experience in the financial services industry and is committed to providing his clients with personalized and comprehensive financial advice.

Firm Information

Christopher Morello is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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Christopher Morello’s Registration & Firm History

TN

03/31/2017 - Present

Performance Trust Capital Partners, LLC (Nashville TN)

NY

04/11/2016 - 03/17/2017

KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)

CT

05/27/2009 - 06/18/2014

AMHERST SECURITIES GROUP, L.P. (WESTPORT CT)

NY

10/01/2008 - 03/16/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/12/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/06/2006 - 05/13/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

03/31/2004 - 10/12/2006

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

12/01/2000 - 04/09/2004

UBS SECURITIES LLC (NEW YORK NY)

NJ

01/27/1995 - 12/01/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

08/21/1992 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NY

12/17/1985 - 10/06/1992

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/14/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1987

Series 3 - National Commodity Futures Examination

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christopher Paul Morello.
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