Best Investors Account Sign in
Inactive

Christopher R Tortoriello

Mio Partners, Inc.

New York, NY

CRD 5013360

Claim This Profile
Employer firm

Mio Partners, Inc. CRD 108637

$59.6B regulatory AUM 975 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • PORTFOLIO MANAGEMENT FOR EMPLOYEES SECURITIES COMPANIES

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

Current Employers
Mio Partners, Inc.

630 Fifth Avenue, 37Th Floor, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-29
TX RA APPROVED_RES 2023-08-31
  • NY RA
    APPROVED
    Since 2024-03-29
  • TX RA
    APPROVED_RES
    Since 2023-08-31

Branch Locations

630 Fifth Avenue, 37Th Floor, New York, NY 10111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mio Partners Inc. New York NY 09/2014 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-10
S65 Uniform Investment Adviser Law Examination 2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    2026-03-10
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor