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Christopher Joseph MacCa

Principle Wealth

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About Christopher Joseph MacCa

Christopher Joseph MacCa is a financial advisor with Principle Wealth, a firm based in Madison, CT. Christopher has been working as a financial advisor since 2018. He previously worked with Northwestern Mutual Investment Services, LLC and TrinityPoint Wealth, LLC. Christopher is a Certified Financial Planner and holds the Series 63 and Series 65 licenses, and also holds the Series 7 and SIE licenses. Christopher specializes in providing financial advice to individuals, families, and businesses. Christopher is a highly experienced advisor and has a proven track record of success.

Firm Information

Christopher MacCa is currently registered with Principle Wealth. Principle Wealth, located in Madison, CT, is an investment advisor specializing in financial planning, pension consulting, and portfolio management for individuals and corporations. The firm manages approximately $2.2 billion in assets for 3,356 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Principle Wealth

670 BOSTON POST ROAD

MADISON, CT 06443

$2.22B

Assets Under Management

Not reported

Total Clients

15

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christopher MacCa’s Registration & Firm History

CT

02/25/2021 - Present

Principle Wealth (MADISON CT)

CT

05/18/2018 - 12/07/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 02/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Joseph MacCa.
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