Christopher Adamo
Professional Summary
Christopher Adamo was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 2008 - 2017. Christopher had worked at 3 firms and has passed the SIE exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
MARSH CAPITAL & M&A | MMC SECURITIES LLC | MMC SECURITIES CORP. | MMC SECURITIES CORP | MMA NEW ENGLAND | MMA - BARNEY AND BARNEY | MIIC INSURANCE SERVICES CORP | MERCER H & B EXECUTIVE BENEFITS | MERCER DC ADVISORS; MMA NEW ENGLAND; MERCER H & B EXEC. BENEFITS | MERCER DC ADVISORS | MARSH SECURITIES LLC | MARSH INSURANCE AGENCY & INVESTMENTS CORP | MARSH INSURANCE & INVESTMENTS CORPORATION | MARSH INSURANCE & INVESTMENTS CORP.
Contact Information
Main Address
1166 Avenue Of The Americas 31st Floor, New York, NY 10036Mailing Address
1166 Avenue Of The Americas, New York, NY 10036Phone Number
(212) 345-5000Established
Delaware since 04/01/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARSH INSURANCE & INVESTMENTS LLC | SOLE MEMBER | — |
| BLACKMORE, KIMBERLY LYNN | FINOP PRINCIPAL, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, DIRECTOR AND TREASURER | 2219307 |
| KEANE, DARREN PETER | DEPUTY CCO, DIRECTOR | 6900143 |
| KUMAR, SHIV | CEO AND DIRECTOR | 3165711 |
| MA, JOHN SUNG | PRINCIPAL OPERATIONS OFFICER | 5858075 |
| WEINSTOCK, JUDITH ANN | CCO, DIRECTOR AND SECRETARY | 8096565 |
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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.
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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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