CC
CFA
CC
CFA

Christopher Campisano

18 Years of Experience
Tucson, AZ

Christopher Campisano is a CFA-designated registered investment advisor at Attessa Capital LLC, based in Tucson, AZ, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 246 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
246 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$343.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable or reduced in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3060 N Swan Rd, Tucson, AZ, 85712

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Attessa Capital LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Blackrock Investments, LLCBroker
August 2013 - May 2016 · 2 yrs 9 mos
Blackrock Execution ServicesBroker
October 2008 - August 2013 · 4 yrs 10 mos
Boucher, Oehmke & CompanyBroker
September 1986 - November 1990 · 4 yrs 2 mos
Shearson Lehman Brothers INC.Broker
June 1985 - September 1986 · 1 yr 3 mos
Boettcher & Company, INC.Broker
September 1983 - June 1985 · 1 yr 9 mos
Equico Securities, INC.Broker
June 1982 - March 1984 · 1 yr 9 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1982 - March 1984 · 1 yr 9 mos
State Registrations2 states
AZTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.