Christopher
Ortiz

Arete Wealth Advisors, LLC

CRD#2858626
Investment Advisor
in Chicago, IL

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About this Advisor

Christopher Ortiz is a financial advisor who works out of Chicago, Illinois who has 1 year of industry experience. Ortiz is an employee of Arete Wealth Advisors, LLC. During their career, the advisor has held roles at National Securities Corpoation, National Asset Management, Inc, Arete Wealth Advisors LLC and Arete Wealth Management LLC. Ortiz maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, New Jersey, New York and Texas. Arete Wealth Advisors, LLC is a financial advisory firm based out of Chicago, IL. The firm has offices in 26 locations and a total of 151 advisors. It handles $2 billion in assets across its 5,102 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 5,102 customer accounts, 72% are held by high-net-worth individuals who have greater than $1 million in investable assets. Arete Wealth Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically are based on the type of services provided. Fee types billed by Arete Wealth Advisors, LLC can consist of any combination of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

1115 W Fulton Market 3Rd Floor
Chicago, IL 60607

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,116,498,344

IL Average: $6,674,516,078
Total Number of Employees

151

IL Average: 44
Total Number of Accounts

5,102

IL Average: 2,564
Average Account Size

$414,837

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Christopher Ortiz Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Arete Wealth Advisors LLC

2022 - Present (2 years)

Arete Wealth Management LLC

2008 - 2022 (14 years)

National Asset Management, Inc

2004 - 2022 (18 years)

National Securities Corpoation

*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 Ortiz 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 Arete Wealth Advisors, LLC

Matthew Mason
New York, NY
Alec Mckenna
New York, NY
Logan Cox
Colleyville, TX
Robert Geller
Park Ridge, IL
Ivan Lau
New York, NY
Chad Minick
Chicago, IL
Candy Drahos
New York, NY
Billy Aycock
Nashville, TN

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.

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