CC
Christopher R. Cacchiola
EMISSARY WEALTH
Hackensack, NJ 07601
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CRD#: 5664953
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Professional summary
Christopher Robert Cacchiola, who also goes by Christopher Cacchiola, is a registered financial advisor currently at EMISSARY WEALTH located in Hackensack, New Jersey.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 5 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Cacchiola
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. Independent/outsourced Investment Consultant to 18 Squared GP, LLC (an investment manager of a pooled investment vehicle). 30 hours per month during securities trading hours. 505 Main Street, Suite 318, Hackensack, NJ 07601. As of 03/01/2020. Investment related. Perform due diligence and research into potential investments, and making capital allocation recommendations for the pooled investment vehicle. 2. Managing member of Crescita Ventures LLC, a general partner to a private investment partnership. Investment-related. 2 University Plaza Drive, Suite 511 Hackensack, NJ 07601 3. Owner of Emissary Tax, LLC, a separate tax and accounting firm; not investment-related; 2 University Plaza Drive, Suite 511 Hackensack, NJ 07601
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robert Cacchiola'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®
NoneExperience
Current
March 27, 2020 - Present
EMISSARY WEALTH
Office #1: 2 University Plaza Drive, Suite 511, Hackensack, NJ 07601RIA
CRD#: 308002
Hackensack, NJ
Past
July 2, 2019 - March 11, 2020
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
HACKENSACK, NJ
Past
February 21, 2012 - March 15, 2019
BEACON WEALTH MANAGEMENT, LLC
RIA
CRD#: 129523
HACKENSACK, NJ
Past
February 1, 2011 - May 5, 2011
ERNST & YOUNG INVESTMENT ADVISERS LLP
RIA
CRD#: 110921
SECAUCUS, NJ
Past
June 10, 2009 - March 11, 2010
NEW ENGLAND SECURITIES
BD
CRD#: 615
FAIRFIELD, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EMISSARY WEALTH
EMISSARY WEALTH | EMISSARY WEALTH LLC
CRD#: 308002 / SEC#: 801-122285
RIA
Registered Investment Advisory firm - (9/10/2021 Approved)Connecticut
Registered Investment Advisory firm - (9/23/2021 Terminated)New Jersey
Registered Investment Advisory firm - (9/21/2021 Terminated)New York
Registered Investment Advisory firm - (9/21/2021 Terminated)Texas
Registered Investment Advisory firm - (9/21/2021 Terminated)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
New Jersey(4/8/2020)
IAR
Texas(3/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
EW
EMISSARY WEALTH
EMISSARY WEALTH | EMISSARY WEALTH LLC
CRD#: 308002 / SEC#: 801-122285
RIA
Registered Investment Advisory firm - (9/10/2021 Approved)Connecticut
Registered Investment Advisory firm - (9/23/2021 Terminated)New Jersey
Registered Investment Advisory firm - (9/21/2021 Terminated)New York
Registered Investment Advisory firm - (9/21/2021 Terminated)Texas
Registered Investment Advisory firm - (9/21/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 University Plaza Drive, Suite 511, Hackensack, NJ 07601
Mailing Address
Phone number
(201) 853-9103
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 849 |
| AUM (Assets Under Management) | $ 156,107,176 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
