CP
CP

Christopher Pawlowski

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000
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Location

230 3rd Avenue, Waltham, MA, 02451

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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 is Vice President of St. Angelo Realty Co. Inc., a family business, and an authorized signer for STA Associates Inc, a family real estate investment business. He is also a signer for his spouse's real estate business, DAS Realty Management, LLC; all activities require minimal time and are performed outside of business hours.

Employment History
Current Registrations
Ballentine Partners
August 2017 - Present · 8 yrs 6 mos
State Registrations3 states
FLMARI
Advisor
Exams
No exam information available for this advisor.