Christopher Bertorelli is a CFP-designated registered investment advisor, based in San Diego, CA, with 31 years of industry experience.
Location
7676 Hazard Center Drive, Suite 1550, San Diego, CA, 92108
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Christopher is an Investment Advisor Representative (IAR) with Octavia Wealth Advisors, LLC, dedicating full-time hours to this role. He is also an agent for fixed/traditional insurance through Octavia Risk Management and another entity, spending minimal time on sales and implementation of insurance products. Additionally, Christopher provides financial guidance to the Coronado Cays Yacht Club Financial Advisory Committee, spending minimal time on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Octavia Wealth Advisors LLC
Previous Registrations
John Hancock Investment Management LLC
Manulife Asset Management (US) LLC
Signator Investors, INC.
John Hancock Distributors LLCBroker
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Investment Management Distributors LLCBroker
Mfs Fund Distributors, INC.Broker
Mfs Financial Services, INC.Broker
State Registrations14 states
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