Adviser and broker representative · Steward Partners Investment Advisory, LLC
Christopher M. Rotella
CRD 2895977 · Riverdale, NJ
At a glance
Christopher M. Rotella is an investment adviser representative with Steward Partners Investment Advisory, LLC in Riverdale, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Christopher’s SEC record dates to 2002, about 24 years ago. Christopher is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Steward Partners Investment Advisory, LLCSince November 2024Riverdale, NJ · $37B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Christopher’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.