Christopher P. Destefano
Professional summary
Christopher Paul Destefano, who also goes by Christopher Destefano, is a registered financial advisor currently at DESTEFANO WEALTH MANAGEMENT located in Austin, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Paul Destefano's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2021 - Present
DESTEFANO WEALTH MANAGEMENT
January 11, 2017 - August 23, 2021
BRIGHTON JONES LLC
March 6, 2014 - December 31, 2016
BRIGHTON JONES LLC
October 30, 2012 - February 27, 2014
BELL INVESTMENT ADVISORS INC
January 30, 2008 - November 1, 2011
FISHER INVESTMENTS
January 7, 2005 - January 8, 2008
PRUCO SECURITIES, LLC.
March 30, 2004 - July 26, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2021)
(9/10/2021)
Exams
Current Firm
DESTEFANO WEALTH MANAGEMENT
CRD#: 316484 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 33,440,932 |
Red Flags
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