Christopher Joseph Cordaro
CFAProfessional Summary
Christopher Joseph Cordaro, CFA was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 1984 - 2023. Christopher had worked at 4 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
42 years in the financial services industry
Current & Past Employments
Education
State University of New York Maritime College
Economics
Economics
1981 - 1985
Rutgers University - Newark
Finance
Finance
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Current Firm
BUGEN STUART KORN & CORDARO INC | REGENTATLANTIC CAPITAL, LLC | REGENTATLANTIC | HILLVIEW CAPITAL, A DIVISION OF REGENTATLANTIC
Contact Information
Main Address
60 Columbia Road Building A Suite 300, Morristown, NJ 07960Phone Number
(973) 425-8420# of Employees
71Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,131AUM (Assets Under Management)
$6,205,189,466Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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