Christopher
Baccella

Mariner Wealth

CRD#2952270
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Christopher Baccella is a financial advisor based in Bloomfield Hills, Michigan, working with Mariner Wealth. Christopher has previously held positions at Old National Wealth Management, Revalue LLC, Alan B. Lancz & Associates, Heber Fuger Wendin, Comerica Wealth & Institutional Management, Mariner Wealth Advisors, Various, and Wilson Kemp. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Christopher is part of Mariner Wealth, which operates out of Bloomfield Hills, Michigan. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

38710 Woodward Ave. Ste. 200
Bloomfield Hills, MI 48304

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

MI Average: $2,243,162,756
Total Number of Employees

1,498

MI Average: 44
Total Number of Accounts

132,567

MI Average: 4,091
Average Account Size

$611,818

MI Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Christopher Baccella Work History

2022 - Present (3 years)

Mariner Wealth Advisors

2021 - 2022 (1 year)

Heber Fuger Wendin

2020 - 2021 (1 year)

Alan B. Lancz & Associates

2019 - 2020 (1 year)

Various

2018 - 2019 (1 year)

Revalue LLC

2015 - 2017 (2 years)

Old National Wealth Management

2013 - 2015 (2 years)

Wilson Kemp

1999 - 2015 (16 years)

Comerica Wealth & Institutional Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Baccella 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 Mariner Wealth

Paul Cantor
Sarasota, FL
Alessandra Dimauro
Fairfield, CT
Cameron Nylec
Villa Park, IL
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Jonathan Straub
Los Angeles, CA
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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