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Christopher Joseph Cordaro

Christopher J. Cordaro

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CRD#: 1247601
Christopher Joseph Cordaro

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Joseph Cordaro, CFA was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1984. Christopher had worked at 4 firms and has passed the Series 63 and Series 7 exams.

Biography

Chris Cordaro is Chief Investment Officer and architect of RegentAtlantic’s investment philosophy and planning structure. Chris manages client relationships and provides advice to the Firm on concentrated stock positions, stock options and executive compensation plans. Chris has been providing wealth management services since 1985. He is a regular guest on CNBC, has appeared on Bloomberg Business, Nightly Business Report, and YahooFinance, and is quoted regularly in media, including The New York Times and The Wall Street Journal.<#CR#><#CR#>In addition to a BS in Economics, an MS in Financial Planning, and an MBA in Finance, he holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst® certificates. Chris serves on the Vanguard Financial Advisor ServicesTM RIA Client Council. A former adjunct faculty member at Fairleigh Dickinson University and the County College of Morris, he has served as past president of the New Jersey Chapter of the Financial Planning Association and on the Advisory Board of Financial Advisors for T.D. Waterhouse. He is a member of the Neighborhood Nonprofits Group, and also serves as a Member of the Board of Trustees for the New Jersey Metro Chapter of the National Multiple Sclerosis Society.
top-8-questions

Question & Answer

What is your minimum asset requirement?
1M
Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Education

Economics

1981 - 1985

Finance

Experience

Past

July 22, 2002 - January 9, 2023

REGENTATLANTIC

RIA
CRD#: 105995
MORRISTOWN, NJ
Past

January 3, 1989 - December 31, 2000

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

June 23, 1986 - January 5, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

March 26, 1986 - July 11, 1986

DENTON & COMPANY, INCORPORATED

BD
CRD#: 1630
Past

March 22, 1984 - April 17, 1986

CADARET, GRANT & CO., INC.

BD
CRD#: 10641

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/1984
General Securities Representative Examination

Current Firm

REGENTATLANTIC
REGENTATLANTIC
BUGEN STUART KORN & CORDARO INC | REGENTATLANTIC CAPITAL, LLC | REGENTATLANTIC | HILLVIEW CAPITAL, A DIVISION OF REGENTATLANTIC

CRD#: 105995 / SEC#: 801-17301

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Contact information

Main Address
60 Columbia Road Building A Suite 300, Morristown, NJ 07960
Mailing Address
Phone number
(973) 425-8420
Established
Firm type
Fiscal year end
# of Employees
71

Documents

Latest Form ADV

Part 2 Brochures

REGENTATLANTIC CAPITAL, LLC ADV PART 2A MARCH 2022 (6/9/2022)

Regulatory assets under management

Total Number of Accounts2,131
AUM (Assets Under Management)$ 6,205,189,466

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REGENTATLANTIC

REGENTATLANTIC

CIO & Wealth AdvisorCRD#: 105995

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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