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Christopher David Fagiolo

Cape Investment Advisory, Inc.

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About Christopher David Fagiolo

Christopher Fagiolo is a financial advisor registered with Cape Investment Advisory, Inc. Christopher has been in the industry since December 2005. Christopher offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. Christopher is also a Registered Representative with Cape Securities Inc.

Firm Information

Christopher Fagiolo is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Fagiolo’s Registration & Firm History

GA

01/04/2024 - Present

Cape Investment Advisory, Inc. (MCDONOUGH GA)

MD

04/05/2010 - 01/02/2023

CAPE SECURITIES INC. (Hanover MD)

TN

01/12/2010 - 04/01/2010

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

MD

05/02/2008 - 11/10/2009

MEDALLION INVESTMENT SERVICES, INC. (FORT MEADE MD)

MD

10/09/2007 - 03/14/2008

LPL FINANCIAL CORPORATION (CLARKSVILLE MD)

MD

02/08/2006 - 10/09/2007

UVEST FINANCIAL SERVICES GROUP, INC. (CLARKSVILLE MD)

IL

08/15/2005 - 01/27/2006

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BOTH

Issued 02/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher David Fagiolo. Review regulatory record here.
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