DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Christopher Riofrio
Lumiere Financial Group
675 3rd Ave Suite 920, New York, NY 10017
<br /><br />45 Middle Neck Rd Suite 208
Great Neck, NY 11021
718-506-4554
About Lumiere Financial Group
Lumiere Financial Group is a world-class investment and wealth manager, providing personalized solutions to high-net-worth individuals, families, endowments, foundations and other institutions.
For years, we have offered a unique alignment of personalized client solutions and forward-looking global insights. Get to know the leaders who are guiding our future.
See Disclosures
General Information
Firm Start Year
1925
CRD#
6190422
Firm CRD#
319171
Years of Experience in Financial Services
13
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Foreign Languages Serviced
English, Spanish
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Services
Investment Types
Commodities, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
MBA
Securities Licenses
Series 6, Series 7, Series 63, Series 66
Insurance and Annuity Licenses
Long Term Care, Variable Life, Annuity, Health, Life, Variable Annuity
Firm Information
Advisor's Number of Clients
150
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
150
Assets Managed by Advisor
$221,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Education
Master's of Business Administration - Finance
Baruch College
08/25/2015 -06/15/2017
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893098/financialadvisor-Lumiere-Financial-Group-detailed-disclosure.html