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CFP
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CFP

Christopher Duffy

Lincoln Investment
26 Years of Experience
Braintree, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Duffy is a CFP-designated registered investment advisor at Lincoln Investment, based in Braintree, MA, with 26 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

35 Braintree Hill Office Park, Suite 400 & 405, Braintree, MA, 02184

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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 is a life insurance agent with Capital Analysts of New England, Inc. and spends about half of his time on this activity. He is also the President of Capital Analysts of New England, Inc., a wealth management firm, and serves as Vice Chair of Planned Giving on the South Shore Hospital Charitable Foundation board of trustees, dedicating minimal time to this role.

Employment History
Current Registrations
Lincoln Investment
January 2026 - Present · 9 mos
Capital Analysts
June 2012 - Present · 14 yrs 4 mos
Lincoln InvestmentBroker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Capital Analysts, IncorporatedBroker
June 2000 - June 2012 · 12 yrs
State Registrations13 states
CTFLKYMANDNHNJNVNYPATXVTWA
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.
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