CK
CFA
CK
CFA

Christopher Francis Kachmar

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

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Location

100 Northfield Drive, Windsor, CT, 06095

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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.

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Employment History
Current Registrations
Fiducient Advisors LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Fiduciary Investment Advisors, LLC
June 2006 - December 2020 · 14 yrs 6 mos
UBS Financial Services INC.
July 2000 - May 2006 · 5 yrs 10 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.