Christopher MaccaCRD Number: 6699509
Current Firm: Principle Wealth Partners LLC
Christopher Macca (CRD# 6699509) is an Investment Advisor Representative working at Principle Wealth Partners LLC in Madison, CT and has over 3 years of experience in the finance industry.
Springboard Asset Management LLC
Citizens Investment Services
Commonwealth Financial Network
|Principle Wealth Partners LLC||Madison, CT||Feb 2021 - Current||< 1|
|Simione, Macca & Larrow||Wethersfield, CT||Jun 2020 - Jan 2021||< 1|
|Trinitypoint Wealth, LLC||Milford, CT||Dec 2018 - Jun 2020||1|
|Northwestern Mutual Investment Services LLC||West Hartford, CT||Jan 2018 - Dec 2018||< 1|
|Unemployed||Clinton, CT||May 2017 - Apr 2018||< 1|
|Trinity College||Hartford, CT||Aug 2013 - Jun 2017||3|
|Euromoney Institituional Investor||Manhattan, NY||Jun 2016 - Jul 2016||< 1|
|The Standard Group Royal Bank Of Canada||Hartford, CT||Sep 2014 - Dec 2014||< 1|
|Kingswood Oxford||West Hartford, CT||Jul 2005 - Sep 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2018|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management1,766MILLIONS
Total Number of Accounts2,322ACCOUNTS
Average Account Value$760,412
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT
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