Chris Cacciarelli (CRD# 7015387) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in St. Louis, MO and has over 5 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Kirkwood, MO | Jan 2023 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Kirkwood, MO | Jan 2023 - Current | 1 |
| De Smet Jesuit High School | St. Louis, MO | Aug 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield, MO | Jul 2020 - Jan 2023 | 2 |
| Bank Of America, N.a. | Chesterfield, MO | Jul 2020 - Jan 2023 | 2 |
| De Smet Jesuit High School | Creve Coeur, MO | Aug 2022 - Nov 2022 | < 1 |
| Unemployed | Clayton, MO | Apr 2020 - Jun 2020 | < 1 |
| Morgan Stanley | St Louis, MO | Oct 2018 - Mar 2020 | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Oct 2018 - Mar 2020 | 1 |
| Unemployed | Clayton, MO | Sep 2018 - Sep 2018 | < 1 |
| Mutual Of Omaha | Springfield, MO | Jun 2018 - Aug 2018 | < 1 |
| Employbridge | St. Louis, MO | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Clayton, MO | Aug 2015 - May 2018 | 2 |
| When To Work | Springfield, MO | Jun 2015 - Jul 2015 | < 1 |
| Unemployed | Clayton, MO | Aug 2014 - May 2015 | < 1 |
| Center Of Clayton/clayton Center Pool | Clayton, MO | Jun 2014 - Jul 2014 | < 1 |
| Unemployed | Clayton, MO | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- MO
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.