CC
CFA
CC
CFA

Christopher Michael Cogliano

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
724 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.1B

Fee Structure

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Location

1004 Main Street, Winchester, MA, 01890

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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 Activities

Christopher serves as an unpaid trustee for his HOA since 2021. This requires minimal time commitment.

Employment History
Current Registrations
Shepherd Financial Partners, LLC
July 2024 - Present · 1 yr 7 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Pear Tree Partners, LP
July 2021 - January 2023 · 1 yr 6 mos
U. S. Boston Capital CorporationBroker
November 2018 - January 2023 · 4 yrs 2 mos
State Registrations2 states
MATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.