AdvisorOS Directory
Claim Profile
CM

Christopher Philip Mittleman

MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, New York
Unclaimed Profile
105 MAXESS ROAD, MELVILLE, NY 11747CRD# 2078183Firm CRD# 138338
01

About

Christopher Philip Mittleman is a registered financial advisor based in MELVILLE, New York, affiliated with MITTLEMAN INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MITTLEMAN INVESTMENT MANAGEMENT, LLC
MITTLEMAN BROTHERS INVESTMENT MANAGEMENT
AUM
$93M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MITTLEMAN INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2078183
Firm CRD# 138338
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MELVILLE?

Browse all registered financial advisors in MELVILLE, New York or claim this profile if it's yours.

Browse MELVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christopher Philip Mittleman offer?
Christopher Philip Mittleman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Christopher Philip Mittleman's credentials?
Christopher Philip Mittleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Philip Mittleman located?
Christopher Philip Mittleman is based in MELVILLE, New York, working with MITTLEMAN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Christopher Philip Mittleman charge for services?
Christopher Philip Mittleman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MITTLEMAN INVESTMENT MANAGEMENT, LLC?
MITTLEMAN INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MELVILLE
Steven John Musmanno — APS WEALTH MANAGEMENT, LLCStephen Abramson — APS WEALTH MANAGEMENT, LLCStephen Vincent Raneri — GM ADVISORY GROUP, INC.Mark M Eisenberg — LANTERN WEALTH ADVISORS, LLCMichael Anthony Lamena — GM ADVISORY GROUP, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile