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Christopher James Fundora

Christopher J. Fundora

TRAPHAGEN FINANCIAL GROUP
Oradell, NJ 07649
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CRD#: 6167294
Christopher James Fundora

Professional summary


Christopher James Fundora, CFP®, who also goes by Christopher Fundora, is a registered financial advisor currently at TRAPHAGEN FINANCIAL GROUP located in Oradell, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Education Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Small Business Planning
Investment Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Medical Professionals
Real Estate Investments
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases


Christopher Fundora

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher James Fundora's CRS (Customer Relationship Summary).
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: 2017

Experience


Current

July 6, 2017 - Present

TRAPHAGEN FINANCIAL GROUP

Office #1: 234 Kinderkamack Rd, Oradell, NJ 07649
RIA
CRD#: 107764
Oradell, NJ
Past

April 30, 2013 - April 12, 2016

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

March 20, 2013 - April 12, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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".
TF
TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN CPAS AND WEALTH ADVISORS | TRAPHAGEN INVESTMENT ADVISORS LLC | TRAPHAGEN FINANCIAL GROUP

CRD#: 107764 / SEC#: 801-56130

RIA
Registered Investment Advisory firm - (1/7/1999 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(7/6/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TF
TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN CPAS AND WEALTH ADVISORS | TRAPHAGEN INVESTMENT ADVISORS LLC | TRAPHAGEN FINANCIAL GROUP

CRD#: 107764 / SEC#: 801-56130

RIA
Registered Investment Advisory firm - (1/7/1999 Approved)
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Contact information


Main Address
234 Kinderkamack Rd, Oradell, NJ 07649
Mailing Address
Phone number
(201) 262-1040
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRAPHAGEN INVESTMENT ADVISORS LLC ADV PART 2 JANUARY 2025 (3/18/2025)

Regulatory assets under management


Total Number of Accounts1,964
AUM (Assets Under Management)$ 1,898,214,989

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


TRAPHAGEN FINANCIAL GROUP

CRD#: 107764Oradell, NJ 07649

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Contact information


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