Christopher
Morello

Mycio Wealth Partners, LLC

CRD#4968993
Investment Advisor
in Philadelphia, PA

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About this Advisor

Christopher Morello is a certified financial planner who works out of Philadelphia, Pennsylvania with 14 years of industry experience. Morello currently works for Mycio Wealth Partners, LLC. They have spent their complete career at Mycio Wealth Partners, Llc. Morello has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Pennsylvania. Mycio Wealth Partners, LLC is an advisory firm that has its headquarters in Philadelphia, PA. It handles $12 billion in assets under management among its 7,342 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 7,342 client accounts, 98% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which service is offered. Fee types charged by Mycio Wealth Partners, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172

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Mycio Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$12,007,381,046

PA Average: $15,833,994,310
Total Number of Employees

59

PA Average: 41
Total Number of Accounts

7,342

PA Average: 3,342
Average Account Size

$1,635,437

PA Average: $4,737,880

Investment Advisory Services

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

Christopher Morello Work History

Christopher has been registered as a financial advisor for 14 years.*

2006 - Present (18 years)

Mycio Wealth Partners, LLC

*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 Morello 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 Mycio Wealth Partners, LLC

Steven Scott
Philadelphia, PA
Timothy Tomalavage
Philadelphia, PA
Anthony Voce
Philadelphia, PA
Matthew Perri
Philadelphia, PA
Conor Lydon
Philadelphia, PA
Bruce Fenster
Philadelphia, PA
Neza Gallitano
Philadelphia, PA
Rob Roy Mclallen
Philadelphia, PA

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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