Christopher
Cacchiola

Emissary Wealth

CRD#5664953
Investment Advisor
in Hackensack, NJ

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About this Advisor

Christopher Cacchiola is a financial advisor based out of Hackensack, New Jersey with 3 years of industry experience. Cacchiola is on the advisory team at Emissary Wealth. Their career trajectory has included roles at Beacon Wealth Management, LLC, Mercer Global Advisors Inc and Emissary Wealth LLC. Cacchiola has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in New Jersey. Emissary Wealth is an advisory company that has its headquarters in Hackensack, NJ. It controls $94 million in assets across its 625 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 625 customer accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets. Emissary Wealth performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely vary depending on the financial services. However, fees billed by Emissary Wealth may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 University Plaza Drive, Suite 511
Hackensack, NJ 07601

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Emissary Wealth Brokerage Details

Total Assets Under Management

$93,689,636

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

625

NJ Average: 6,978
Average Account Size

$149,903

NJ Average: $1,450,417

Investment Advisory Services

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

Christopher Cacchiola Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Emissary Wealth LLC

2018 - 2020 (2 years)

Mercer Global Advisors Inc

2011 - 2019 (8 years)

Beacon Wealth Management, LLC

*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 Cacchiola 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 Emissary Wealth

Christina Light
Hackensack, NJ
Steven Longa
Hackensack, NJ
Jamie Mutinsky
Hackensack, NJ
Christopher Cacchiola
Hackensack, NJ
Daniel O'Halloran
Hackensack, NJ

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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