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Partner · Sagebroadview Wealth Management, LLC

Christopher J. Annello

CRD 5998570 · Named on Form ADV at one SEC-registered adviser

At a glance

Sagebroadview Wealth Management, LLC, an SEC-registered wealth manager based in Farmington, CT with $397 million in regulatory assets, lists Christopher J. Annello on its Form ADV as Partner, a control person.

Firms and roles

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.