Christopher Cappello

9 Years of Experience

Boston, MA

1 Disclosure

Christopher Cappello is a registered investment advisor at New England Retirement Consultants, LLC, based in Boston, MA, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 14 clients with $2.1B in assets under management.

New England Retirement Consultants, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

IM Fee

Planning only

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25M

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

75 State Street, Suite 100, Pmb 4410, Boston, MA, 02109

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History

Regulatory History (1)

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Criminal

January 1992

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher works as a contractor for Ridge Retirement Consultants, LLC, conducting RFPs on a part-time basis since 2022. This takes a few hours per week.

Employment History

Current Registrations

New England Retirement Consultants, LLC

September 2016 - Present · 9 yrs 8 mos

State Registrations1 state

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.

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