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Christopher Murtha

27 Years of Experience
Hartford, CT
BrokerSells Insurance

Christopher Murtha is a registered investment advisor at Capital Analysts, based in Hartford, CT, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

105 Prospect Avenue, Hartford, CT, 06106

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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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Other Business ActivitiesSells Insurance

Christopher works as an agent for Howard Financial and Associates PLLC, providing life insurance and fixed annuities to clients. This activity takes a few hours per week.

Employment History
Current Registrations
Capital Analysts
August 2016 - Present · 9 yrs 9 mos
Lincoln Investment
September 2007 - Present · 18 yrs 8 mos
Lincoln InvestmentBroker
September 2007 - Present · 18 yrs 8 mos
Previous Registrations
Global Portfolio Strategies, INC.
April 2007 - September 2007 · 5 mos
Prudential Investment Management Services LLCBroker
April 2007 - September 2007 · 5 mos
TD Waterhouse Investor Services, INC.
December 2003 - July 2005 · 1 yr 7 mos
TD Waterhouse Investor Services, INC.Broker
September 1996 - July 2005 · 8 yrs 10 mos
State Registrations12 states
CACOCTFLGAMAMONJNYPASCVT
AdvisorBrokerBoth

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.
Christopher Murtha - Financial Advisor | TrueAdvisor