Christian
Polito
Eversource Wealth Advisors, LLC
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About this Advisor
Christian Polito is a financial advisor based in Fairfax, Virginia, working with Eversource Wealth Advisors, LLC. Christian has previously held positions at Purshe Kaplan Sterling Investments, Ing Financial Partners, Inc, Mcadam Financial Group, Ja Bentley & Co, Mcadam, LLC, Keel Point Capital, LLC, Keel Point, LLC, Commonwealth Financial Network, Spire Investment Partners, Eversource Wealth Advisors, LLC, and Clarion Wealth Management Partners. Christian has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Christian is part of Eversource Wealth Advisors, LLC, which operates out of Fairfax, Virginia. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 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 institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$2,694,361,660
59
8,119
$331,859
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christian Polito Work History
Eversource Wealth Advisors, LLC
Commonwealth Financial Network
Clarion Wealth Management Partners
Spire Investment Partners
Keel Point Capital, LLC
Keel Point, LLC
Purshe Kaplan Sterling Investments
Ja Bentley & Co
Mcadam, LLC
Ing Financial Partners, Inc
Mcadam Financial Group
Disclosures
Please visit the SEC profile of Christian Polito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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