Christopher Avino
Investment adviser representative at Independent Family Office, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$760.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Independent Family Office, LLCNov 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Nov 2021
- Bank of America U.S. TrustMar 2014 to Jul 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Independent Family Office, LLC
$760.1MAssets managed
43Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6993180
- Firm CRD
- 144811