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John Rizzo

18 Years of Experience
Wakefield, MA

John Rizzo is a registered investment advisor at Crr Wealth Management, based in Wakefield, MA, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

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

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Location

545 Salem Street, Wakefield, MA, 01880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a partner at Costantino Richards Rizzo, LLP, a CPA firm, dedicating nearly full-time hours to this role since 2002. He also owns 33% of CRR Properties, LLC, which owns the building housing the CPA firm and CRR Wealth Management, LLC, and is the President of Handle It All Software, Inc., spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Crr Wealth Management
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
C & R Financial Services, LLC
May 2005 - December 2012 · 7 yrs 7 mos
State Registrations1 state
MA
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.