Christopher
Ruffino
Copper Beech Financial Group, LLC
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About this Advisor
Christopher Ruffino is a certified financial planner based out of Moorestown, New Jersey. Ruffino is an advisor for Copper Beech Financial Group, LLC. The advisor has gained experience at Lockwood Advisors Inc, Legg Mason& Co LLC, The Prudential Insurance Company Of America/Pruco Securities, Vigilant Distributors, LLC, Edward Jones, American Portfolios Financial Services Inc and Copper Beech Financial Group. Ruffino maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Copper Beech Financial Group, LLC is a firm operating out of Moorestown, NJ. The firm has a total of seven financial advisors. It controls $93 million in assets under management between its 180 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 180 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. Copper Beech Financial Group, LLC provides a few services, including financial planning services, selection of other advisers and other services. Fees for financial advice usually depend on which services the firm provides the client. However, fee types billed by Copper Beech Financial Group, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copper Beech Financial Group, LLC Brokerage Details
$92,451,736
7
180
$513,621
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Christopher Ruffino Work History
Christopher has been registered as a financial advisor for 0 years.*
American Portfolios Financial Services Inc
Copper Beech Financial Group
Vigilant Distributors, LLC
Edward Jones
The Prudential Insurance Company Of America/Pruco Securities
Legg Mason& Co LLC
Lockwood Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Ruffino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copper Beech Financial Group, LLC
Moorestown, NJ
Moorestown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
