TrueAdvisor
TrueAdvisor
CM
CFP
CM
CFP

Christopher Joseph Macca

Principle Wealth
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Principle Wealth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,093 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000

Location

670 Boston Post Road, Madison, CT, 06443

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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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Employment History
Current Registrations
Principle Wealth
February 2021 - Present · 5 yrs
Previous Registrations
Trinitypoint Wealth, LLC
February 2019 - June 2020 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
May 2018 - December 2018 · 7 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.