Christopher J Natale

Current Employers

Employment History

• 02/2016 → Present
  Sterling Monroe Securities, Llc
  Locust Valley, NY
• 02/2016 → Present
  Consolidated Portfolio Review Corp.
  Locust Valley, NY
• 09/2018 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY

Previous Registrations

• 2019-05-08 → 2019-07-17
  3D Wealth Ria, Llc
  Locust Valley, NY
• 2016-02-26 → 2016-12-31
  Consolidated Portfolio Review Corp
  Woodbury, NY

Other Businesses

(1)DIEFENDORF PLANNING SERVICES, LTD.; START DATE: 03/01/2016. ADDRESS:168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. TITLE: INSURANCE AND INSURANCE PRODUCTS ADMINISTRATION; TIME SPENT DURING REGULAOR HOURS: 5%. 2) CONSOLIDATED PORTFOLIO REVIEW CORP.; INVESTMET RELATED, START DATE: 03/01/2016. ADDRESS:168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. TITLE: IAR. DUTIES: ADMINISTRATION. TIME SPENT DURING REGULAR HOURS: 15%. 3) 3D WEALTH3D WEALTH MANAGMENT SERVICES. Inc. Not business related. Start date: 07/01/2020. Address: 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. Title: Treasurer. Time spent during regular hours: 10%. 4) RETIREMENT PLANNING & ADMINISTRATION, INC.; INVESTMET RELATED. START DATE: 03/01/2016. TITLE: INVESTMENT ADVISOR REPRESENTATIVE/RIA. ADDRESS: 168 Forest Ave Ste 101 Locust Valley, NY, 11560. TIME SPENT DURING REGULAR HOURS: 5%. 5) 3D WEALTH INSURANCE SERVICES, LLC; LOCATED AT 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. START DATE: 03/28/2017, POSITION: INSURANCE AND INSURANCE PRODUCTS ADMINISTRATION; TIME SPENT DURING REGULOR HOURS: 15%. 6) HHN LEGACY FINANCIAL PARTNERS, LLC LOCATED AT 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. START DATE: 02/26/2018, POSITION: MEMBER, COMPANY RUNS AS A LEGAL AGREEMENT ON COMPENSATION TO EACH OF THE PARTNERS, THERE IS NO ACTIVITY EXCEPT DISTRIBUTION OF INCOME EARNER AS ADVISORS. APPROXIMATELY 1 HOUR PER MONTH. 7) 3D WEALTH ADVISORY. NOT INVESTMENT RELATED. LOCATED AT 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. START DATE: 03/01/2016, POSITION: PARTNER; DUTIES: MANAGMENT OF THE FIRM. TIME SPENT DURING REGULOR HOURS: 15%. 8) JCD Forest Avenue Realty, LLC. Not investment related. Start date: 06/30/2025. Address: 168 Forest Ave, Locust Valley, NY 11560. Title: Owner. Duties: Help with property management and collect rent from tenants. Time spent during regular hours: 5%. 9) Cold Spring Harbor Education Foundation. Not investment related. Start date: 06/15/2026. Address: 75 Goose Hill Rd, Cold Spring Harbor, NY 11724. Title: Director. Duties: Approving grants to be used for educational/school purposes in the Cold Spring Harbor school district classrooms. Time spent during regular hours: 1%.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-26

Other Names

• Chris Natale
• Christopher Natale