Christopher W. Fitts
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 .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Warren Fitts's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2018 - Present
BORTOLUSSI WEALTH MANAGEMENT, INC.
Office #1: 2 Willow St Suite 102, Southborough, MA 01745July 28, 2021 - Present
FITTS INVESTMENTS
Office #1: 2 Willow Street Suite 102, Southborough, MA 01745State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2018)
Exams
Current Firm
BORTOLUSSI WEALTH MANAGEMENT, INC.
CRD#: 155780 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 68,574,119 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 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 01745TRUST BUT VERIFY
Monitor Christopher Fitts
Get automatic monthly alerts on: