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CM

Christopher J. Minko

MINKO WEALTH
Brooklyn, NY
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CRD#: 4954763
CM

Professional summary


Christopher John Minko, CFP®, who also goes by Chris Minko, is a registered financial advisor currently at MINKO WEALTH located in Brooklyn, New York.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Minko

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) MINKO LAW OFFICE, NOT INVESTMENT RELATED, 1766 CROPSEY AVENUE, BROOKLYN NY 11214, LAW OFFICE, STARTED 11/2014, PARALEGAL, APX 20 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSISTS WITH TRUST ADMIN AND MEDICAID APPLICATIONS:

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher John Minko'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®
CFP®

Start date: 2020

Experience


Current

June 11, 2021 - Present

MINKO WEALTH

RIA
CRD#: 170886
Brooklyn, NY
Past

October 18, 2016 - February 17, 2017

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BROOKLYN, NY
Past

September 29, 2016 - February 17, 2017

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
BROOKLYN, NY
Past

July 13, 2012 - October 8, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 16, 2012 - April 16, 2012

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
NEW YORK, NY
Past

October 16, 2008 - November 1, 2011

GAIN SECURITIES

BD
CRD#: 16203
BEDMINSTER, NJ
Past

July 7, 2005 - October 25, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR
New York
(6/11/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/17/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MW
MINKO WEALTH
MINKO WEALTH | WEALTH COACH, LLC | WEALTH COACH LLC

CRD#: 170886 / SEC#:

New York
Registered Investment Advisory firm - (10/15/2014 Approved)
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Contact information


Main Address
Brooklyn, NY
Mailing Address
Phone number
(718) 748-1700
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts431
AUM (Assets Under Management)$ 117,052,651

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


MINKO WEALTH

CRD#: 170886Brooklyn, NY

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