Christopher James Annello
CFP®Professional Summary
Christopher James Annello, CFP®, who also goes by Chris Annello, is a registered financial advisor currently at SAGEBROADVIEW WEALTH MANAGEMENT, LLC located in Burlington, Massachusetts. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Business Services
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
- Risk Management & Insurance
- Financial Planning
Specializations
Biography
Helping us build and sustain robust client relationships, Chris joined SageBroadview in 2011 to provide an array of financial planning and money management support services for Larry, Sheri and David and our clients. Nurturing an early interest in business and finance, Chris embarked on his career by managing the daily operations of multiple branches of Enterprise Rent-A-Car. He subsequently transitioned into financial planning by joining SageBroadview. Chris also experienced a personal transition in June 2012,...
Other Aliases
Chris Annello
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
BROADVIEW FINANCIAL PLANNING, LLC | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | SAGEBROADVIEW FINANCIAL PLANNING, LLC | DHAS FINANCIAL PLANNING, LLC
Contact Information
Main Address
10 Waterside Drive Suite 305, Farmington, CT 06032-2837Phone Number
(860) 606-3580# of Employees
8SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
595AUM (Assets Under Management)
$397,171,504Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | Cover Page | Report |
| 10/17/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BROADVIEW FINANCIAL PLANNING, LLC | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | SAGEBROADVIEW FINANCIAL PLANNING, LLC | DHAS FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(1/1/2012)
(1/6/2012)
(1/31/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher James Annello's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Tax Planning
- Business Services
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
- Risk Management & Insurance
- Financial Planning
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