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Christopher Alessio Tedesco

Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
4 yearsExperience
9 statesRegistered in
$14.4BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

4 years in the industry.

  1. Cliftonlarsonallen Wealth Advisors, LLCNov 2020 to now
  2. The Vanguard Group, Inc.Feb 2020 to Nov 2020
  3. The Country Club At Dc RanchFeb 2018 to Mar 2020
  4. Independent Contractor - Pga TourAug 2016 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 9 states (AZ, CA, FL, NC, NV, OR, PA, TX, WA).

Cliftonlarsonallen Wealth Advisors, LLC

$14.4BAssets managed
7,354Clients
99Advisers
26 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
7228988
Firm CRD
38357
Advisor's SEC record (opens in a new tab)
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