Christopher Macca (CRD# 6699509) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 5 years of experience in the finance industry. Christopher Macca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principle Wealth Partners LLC | Madison, CT | Feb 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CT
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Total Assets Under Management2,223MILLIONS
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Total Number of Accounts3,356ACCOUNTS
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Average Account Value$662,276
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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