Christopher Michael Rotella

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 11/2024
  Ameriprise Financial Services, Llc
  Riverdale, NJ
• 09/2005 → 11/2024
  Burklow & Rotella, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Global Advisory, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Investment Solutions, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Investment Advisory, Llc
  Riverdale, NJ

Previous Registrations

• 2002-07-30 → 2024-11-19
  Ameriprise Financial Services, Llc
  Riverdale, NJ
  Riverdale , NJ
  Riverdale, NJ
  Riverdale, NJ
  Wyckoff, NJ

Other Businesses

1) 73 Newark-Pompton Associates, LLC; City/State: Riverdale, NJ; 1/3 Owner; Real Estate Rental; Pay Bills/Collect Rent; Not Investment-Related; 02/01/2018; 1-9 hours per month; 0 HRS/MO during trading hours. 2) Real Estate Rental; Real Estate; City/State: Wyckoff, NJ; Investment-Related; 07/10/2016; 1 to 9 hours per month; 0 during trading hours 3) Name of Business: Big Bear Management Services, LLC; City/State: Wycoff, NJ; Activity Type: Real Estate; Position/Title: Business Owner/Member; Investment-related: No; Start Date: 11/15/2006; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of Duties: Sole owner and operator with full control of the LLC. 4) Name of Outside Activity: MWTLC Associates, LLC; Nature of Business: Management; City/State: Riverdale, NJ; Position/Title: Owner; List of Duties: Pay bills and manage closure of the business; Start Date: 02/2018; 1-9 hrs/mo; 0 hrs/mo during trading hours; Not Investment Related. 5) Name of Outside Activity: Burklow and Rotella, LLC; Nature of Business: Management; City/State: Riverdale, NJ; Position/Title: Owner; List of Duties: Pay bills and Manage closure of business; Start Date: 09/1999; 1-9 hrs/mo; 0 hrs/mo during trading hours; Not Investment Related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-14

Designations

• Chartered Financial Consultant

Other Names

• Chris Rotella