Christopher
Dunne

Avestar Capital, LLC

CRD#5780072
Investment Advisor
in New York, NY

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About this Advisor

Christopher Dunne is a financial advisor based in New York, New York, working with Avestar Capital, LLC. Christopher has previously held positions at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Idb Capital Corp, and Avestar Capital. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Avestar Capital, LLC, which operates out of New York, New York. The firm has 1 office and 12 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Avestar Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

400 Madison Avenue Suite 10B
New York, NY 10017

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Avestar Capital, LLC Brokerage Details

Total Assets Under Management

$1,142,871,399

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

182

NY Average: 3,892
Average Account Size

$6,279,513

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Christopher Dunne Work History

2021 - Present (4 years)

Avestar Capital

2015 - Present (10 years)

Idb Capital Corp

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2011 - 2015 (4 years)

Jpmorgan Chase Bank Na

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Disclosures

Please visit the SEC profile of Christopher Dunne 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 Avestar Capital, LLC

Sanjeet Dass
New York, NY
Michael Kettner
New York, NY
Christopher Dunne
New York, NY
Raman Bhalla
New York, NY
Connor Tendall
New York, NY
Michael Trapp
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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