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Christopher Andrew Barberini

LAKESHORE CAPITAL GROUP
ROLLING MEADOWS, IL
·CRD# 5969705·14 years experience

Professional Summary

Christopher Andrew Barberini, who also goes by Christopher Barberini, is a registered financial advisor currently at LAKESHORE CAPITAL GROUP, INC. located in Rolling Meadows, Illinois. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 4 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Barberini

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

14 years in the financial services industry

Current & Past Employments

LAKESHORE CAPITAL GROUP, INC.·CRD# 325609
RIA
1811 Hicks Road, Rolling Meadows, IL 60008
June 30, 2023 - Present
J. W. COLE ADVISORS, INC.·CRD# 112294
RIA
Rolling Meadows, IL
April 16, 2019 - July 10, 2023
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.·CRD# 132070
RIA
Rolling Meadows, IL
September 30, 2014 - April 23, 2019
WADDELL & REED·CRD# 866
RIA
Schaumburg, IL
February 28, 2012 - September 29, 2014
WADDELL & REED·CRD# 866
BD
Schaumburg, IL
January 12, 2012 - September 29, 2014

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Current Firm

LC
LAKESHORE CAPITAL GROUP, INC.

LAKESHORE CAPITAL GROUP, INC.

CRD#: 325609 / SEC#: 801-127919
RIA
Registered Investment Advisory firm - SEC (5/3/2023 Approved)

Contact Information

Main Address

1811 Hicks Road, Rolling Meadows, IL 60008

Phone Number

(847) 701-0400

# of Employees

3

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LAKESHORE CAPITAL GROUP, INC. FORM ADV PART 2 BROCHURE (1/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

637

AUM (Assets Under Management)

$181,453,801

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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.

1.) Lakeshore Capital Group; not investment related; independent contractor - start date 1/9/2018; 1811 Hicks Road Suite A Rolling Meadows, IL 60008; tax prep & consultation; 120 hours per month, 75 hours during trading. 2.) Independent Insurance Agent; Investment Related; Rolling Meadows, IL; Start Date 02/2022; Approximately 16 hours/month with some hours during trading hours.

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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".
LC
LAKESHORE CAPITAL GROUP, INC.

LAKESHORE CAPITAL GROUP, INC.

CRD#: 325609 / SEC#: 801-127919
RIA
Registered Investment Advisory firm - SEC (5/3/2023 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.
IAR
Illinois
(6/30/2023)
IAR
Texas
(10/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2012About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jan 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Barberini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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