Christopher Macca, financial advisor Madison CT

Christopher Macca

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Christopher J. Macca
Phone Number: 203-318-8892
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,766
    MILLIONS
  • Total Number of Accounts
    2,322
    ACCOUNTS
  • Average Account Value
    $760,412
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT

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