CT
Christopher C. Truscello
DIVERSIFY ADVISORY SERVICES
Conshohocken, PA 19428
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CRD#: 3073267
CT
Professional summary
Christopher Charles Truscello, who also goes by Chris Charles Truscello, is a registered financial advisor currently at DIVERSIFY ADVISORY SERVICES, LLC located in Conshohocken, Pennsylvania and DFPG INVESTMENTS, LLC located in Conshohocken, Pennsylvania.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Charles Truscello
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.
1) March FWD; Non-investment related; Pennsylvania; Insurance; Financial Representative; 05/2022; 50% during business hours; Sell fixed insurance, which includes fixed life insurance, fixed annuities, long-term care insurance, disability insurance and group life and health insurance. 2) BBCH Reality Partners, LLC; Property holding LLC of the building in which we work out of; Maintenance work; Member; 1% during business hours; 918 Maple St. Conshohocken, PA 19428.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Charles Truscello's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 19, 2023 - Present
DIVERSIFY ADVISORY SERVICES, LLC
Office #1: 918 Maple St, Conshohocken, PA 19428RIA
CRD#: 326060
Conshohocken, PA
Current
May 23, 2022 - Present
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
Conshohocken, PA
Past
May 23, 2022 - December 31, 2023
DFPG INVESTMENTS, LLC
RIA
CRD#: 155576
Phoenixville, PA
Past
September 29, 2016 - May 10, 2022
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
CONSHOHOCKEN, PA
Past
September 16, 2016 - May 10, 2022
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
March 4, 2016 - December 9, 2016
NEWSQUARE CAPITAL, LLC
RIA
CRD#: 152430
NEWTOWN SQUARE, PA
Past
January 2, 2015 - September 22, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
NEWTOWN SQUARE, PA
Past
July 17, 2014 - September 22, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
NEWTOWN SQUARE, PA
Past
July 24, 2002 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
NEWTOWN SQUARE, PA
Past
May 31, 2000 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEWTOWN SQUARE, PA
Past
January 11, 1999 - May 23, 2000
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DIVERSIFY ADVISORY SERVICES, LLC
ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RANCHO PRIVATE WEALTH | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MARCH FORWARD | LONGHORN FINANCIAL | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH SOLUTIONS | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC
CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - (8/31/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/14/2025)
RR
Arizona(5/23/2022)
RR
California(5/23/2022)
RR
Connecticut(5/23/2022)
RR
Delaware(5/23/2022)
RR
District of Columbia(5/23/2022)
RR
Florida(5/23/2022)
RR
Georgia(1/30/2024)
RR
Kentucky(3/1/2024)
RR
Louisiana(12/20/2022)
RR
Maryland(5/23/2022)
RR
Massachusetts(5/23/2022)
RR
Nevada(5/30/2023)
RR
New Jersey(5/23/2022)
RR
New York(5/23/2022)
RR
North Carolina(5/23/2022)
RR
Pennsylvania(5/23/2022)
IAR
Pennsylvania(12/19/2023)
RR
South Carolina(5/23/2022)
RR
Texas(5/23/2022)
IAR
Texas(2/15/2024)
RR
Vermont(9/3/2025)
RR
Virginia(5/23/2022)
RR
Washington(10/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DA
DIVERSIFY ADVISORY SERVICES, LLC
ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RANCHO PRIVATE WEALTH | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MARCH FORWARD | LONGHORN FINANCIAL | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH SOLUTIONS | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC
CRD#: 326060 / SEC#: 801-128675
RIA
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Contact information
Main Address
9017 S Riverside Dr. Suite 210, Sandy, UT 84070
Mailing Address
Phone number
(801) 890-7577
Established
Firm type
Fiscal year end
# of Employees
171
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,318 |
| AUM (Assets Under Management) | $ 3,206,698,268 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 |
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.
