Christopher
Macca

Principle Wealth Partners LLC

CRD#6699509
Investment Advisor
in Madison, CT

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About this Advisor

Christopher Macca is a certified financial planner who works in Madison, Connecticut who has 2 years of industry experience. Macca is on the advisory team at Principle Wealth Partners LLC. During their career, Macca has held roles at The Standard Group Royal Bank Of Canada, Euromoney Institituional Investor, Kingswood Oxford, Trinity College, Northwestern Mutual Investment Services LLC, Trinitypoint Wealth, LLC, Principle Wealth Partners LLC and Simione, Macca & Larrow. Macca maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Principle Wealth Partners LLC is a financial advisory business that has its headquarters in Madison, CT. The investment advisory business has offices in four locations and a total of 22 employees. It manages $2 billion in total assets between its 3,177 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 3,177 accounts, 42% are held by high-net-worth individuals who have more than $1 million in investable assets. Principle Wealth Partners LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on which service is offered. Fee types charged by Principle Wealth Partners LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

670 Boston Post Road
Madison, CT 06443

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Principle Wealth Partners LLC Brokerage Details

Total Assets Under Management

$1,860,973,321

CT Average: $5,297,377,271
Total Number of Employees

22

CT Average: 35
Total Number of Accounts

3,177

CT Average: 690
Average Account Size

$585,764

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Macca Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Principle Wealth Partners LLC

2020 - 2021 (1 year)

Simione, Macca & Larrow

2018 - 2018 (< 1 year)

Northwestern Mutual Investment Services LLC

2018 - 2020 (2 years)

Trinitypoint Wealth, LLC

2016 - 2016 (< 1 year)

Euromoney Institituional Investor

2014 - 2014 (< 1 year)

The Standard Group Royal Bank Of Canada

2013 - 2017 (4 years)

Trinity College

2005 - 2013 (8 years)

Kingswood Oxford

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Macca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principle Wealth Partners LLC

Kimberly La Frenais
Madison, CT
Julina Ogilvie
Westport, CT
Andrew Cialek
Madison, CT
Colin Dugan
Madison, CT
Michael Castiello
Madison, CT
Robert Paolucci
Madison, CT
Glenn Zavorskas
Madison, CT
Amy Lawler
Madison, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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