Christopher
Certo
Lnw
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About this Advisor
Christopher Certo is a financial advisor based in Seattle, Washington, working with Lnw. Christopher has previously held positions at College Of The Holy Cross, Charles Shwab & Co., Inc, Charles Schwab Bank, Wayfair, Lake Street Advisors, Lnw Wealth Management, LLC, Worcester Regional Chamber Of Commerce, Fidelity Brokerage Services LLC, and Clear Blue Pool Management. Christopher has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Christopher is part of Lnw, which operates out of Seattle, Washington. The firm has 4 offices and 96 employees. The firm manages assets totaling $4.6 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, selection of other advisers, and educational seminars. The fee structure at Lnw includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lnw Brokerage Details
$4,633,920,693
96
2,613
$1,773,410
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Christopher Certo Work History
Lnw Wealth Management, LLC
Lake Street Advisors
Lake Street Advisors
Lake Street Advisors
Charles Shwab & Co., Inc
Charles Schwab Bank
Wayfair
Worcester Regional Chamber Of Commerce
Fidelity Brokerage Services LLC
College Of The Holy Cross
Clear Blue Pool Management
College Of The Holy Cross
Disclosures
Please visit the SEC profile of Christopher Certo 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 Lnw
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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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