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Christopher Michael Hagan

RWA Wealth Partners

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About Christopher Michael Hagan

Christopher Hagan is a registered Investment Advisor Representative with RWA Wealth Partners. Christopher has been in the financial services industry for over 20 years, and has a strong background in portfolio management, financial planning and estate planning. He is also a Chartered Financial Consultant. Christopher specializes in working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Christopher Hagan is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

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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other

Model provider fee

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Christopher Hagan’s Registration & Firm History

MA

02/17/2012 - Present

RWA Wealth Partners (NEWTON MA)

MA

09/17/2009 - 03/23/2011

E*TRADE SECURITIES LLC (WELLESLEY MA)

UT

07/09/2009 - 09/15/2009

ZIONS DIRECT, INC. (SALT LAKE CITY UT)

MA

12/19/2007 - 02/24/2009

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

CA

02/04/2004 - 07/10/2006

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

NJ

11/11/2002 - 10/15/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 12/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Hagan.
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