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Christopher Norman Congema

LANDMARK WEALTH MANAGEMENT, LLC·MELVILLE, New York
Series 7, Series 9, Series 10, Series 63, Series 65Clean record5 years registeredLANDMARK WEALTH MANAGEMENT, LLC
95 BROADHOLLOW ROAD, SUITE 102, MELVILLE, NY 11747CRD# 2590933Firm CRD# 158693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Norman Congema · MELVILLE, NY
Registration
CRD #2590933 · LANDMARK WEALTH MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

LANDMARK WEALTH MANAGEMENT, LLC
Feb 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · February 11, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANDMARK WEALTH MANAGEMENT, LLC
CRD 158693 · SEC 801-80788
AUM
$253M
Regulatory assets under management
Employees
5
702 client accounts
Services offered by LANDMARK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LANDMARK WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Christopher Norman Congema offer?
Christopher Norman Congema specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Christopher Norman Congema's credentials?
Christopher Norman Congema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Norman Congema located?
Christopher Norman Congema is based in MELVILLE, New York, working with LANDMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Christopher Norman Congema charge for services?
Christopher Norman Congema's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDMARK WEALTH MANAGEMENT, LLC?
LANDMARK WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANDMARK WEALTH MANAGEMENT, LLC

Brian Robert Cohen
MELVILLE, NY
Joseph Michael Favorito
MELVILLE, NY

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