AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CF

Christopher W. Fitts

BORTOLUSSI WEALTH MANAGEMENT
Southborough, MA 01745
Some features on this profile are disabled
CRD#: 6911259
CF

Professional summary


Christopher Warren Fitts, who also goes by Christopher Fitts, is a registered financial advisor currently at BORTOLUSSI WEALTH MANAGEMENT, INC. located in Southborough, Massachusetts and FITTS INVESTMENTS located in Southborough, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Fitts

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Warren Fitts'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

April 4, 2018 - Present

BORTOLUSSI WEALTH MANAGEMENT, INC.

Office #1: 2 Willow St Suite 102, Southborough, MA 01745
RIA
CRD#: 155780
Southborough, MA
Current

July 28, 2021 - Present

FITTS INVESTMENTS

Office #1: 2 Willow Street Suite 102, Southborough, MA 01745
RIA
CRD#: 311349
Southborough, 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
(4/4/2018)

Exams


Current Firm


BW
BORTOLUSSI WEALTH MANAGEMENT, INC.
BORTOLUSSI WEALTH MANAGEMENT, INC.

CRD#: 155780 / SEC#:

Florida
Registered Investment Advisory firm - (7/22/2015 Approved)
Massachusetts
Registered Investment Advisory firm - (12/7/2010 Approved)
Texas
Registered Investment Advisory firm - (4/23/2016 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
30 Turnpike Road Suite 3, Southborough, MA 01772
Mailing Address
Phone number
(508) 416-3534
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts247
AUM (Assets Under Management)$ 68,574,119

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
11/20/2024
03/04/2024

Red Flags


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.

Company Information


BORTOLUSSI WEALTH MANAGEMENT, INC.

CRD#: 155780Southborough, MA 01745

TRUST BUT VERIFY

Monitor Christopher Fitts

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics