John F. Rizzo

CRR WEALTH MANAGEMENT

Wakefield, MA 01880

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CRD#: 4781043

Professional summary

John Francis Rizzo is a registered financial advisor currently at CRR WEALTH MANAGEMENT located in Wakefield, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. COSTANTINO RICHARDS RIZZO, LLP - CPA FIRM, PARTNER, 50 HOURS PER WEEK SINCE 7/1/2002, NON INVESTMENT RELATED, 545 SALEM STREET, WAKEFIELD, MA 01880 2. CRR PROPERTIES, LLC, ENTITY OWNS THE BUILDING THAT HOUSES THE CPA FIRM AND CRR WEALTH MANAGEMENT, LLC; 33% OWNER OF EACH. 3. HANDLE IT ALL SOFTWARE, INC. - SOFTWARE DEVELOPMENT, PRESIDENT SINCE 1996, NON-INVESTMENT RELATED, 10 HOURS PER MONTH, 18 NICHOLS STREET, SWAMPSCOTT, MA 01907

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Rizzo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2015 - Present

CRR WEALTH MANAGEMENT

Office #1: 545 Salem Street, Wakefield, MA 01880

RIA

CRD#: 174155

Wakefield, MA

Past

May 24, 2005 - December 31, 2012

C & R FINANCIAL SERVICES, LLC

RIA

CRD#: 129274

WAKEFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/2/2015)

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Exams

Current Firm

CRR WEALTH MANAGEMENT

CRR WEALTH MANAGEMENT | CRR WEALTH MANAGEMENT, LLC

CRD#: 174155 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

545 Salem Street, Wakefield, MA 01880

Mailing Address

Phone number

(781) 835-2160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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John F. Rizzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Francis Rizzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRR WEALTH MANAGEMENT

C & R FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

CRR WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CRR WEALTH MANAGEMENT

TRUST BUT VERIFY

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