Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 26 years of experience in the finance industry. Christopher Bertorelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Nov 2023 - Current | < 1 |
Octavia Wealth Advisors, LLC | San Diego, CA | Aug 2023 - Current | < 1 |
John Hancock Investment Management, LLC | Boston, MA | Nov 2018 - Jul 2023 | 4 |
John Hancock Investment Management Distributors, LLC | Boston, MA | Jan 2007 - Jul 2023 | 16 |
Manulife Asset Management (us) LLC | Boston, MA | Jul 2017 - Nov 2018 | 1 |
Manulife Asset Management (us) LLC | Boston, MA | May 2007 - Dec 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1997 |
S65 | NASAA Investment Advisors Law Examination | May 2007 |
- CA
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Total Assets Under Management1,444MILLIONS
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Total Number of Accounts5,444ACCOUNTS
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Average Account Value$265,245
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA
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