Financial Advisor, Partner · Canby Financial Advisors
Christopher P Gullotti
CRD 4622376 · Named on Form ADV at one SEC-registered adviser
At a glance
Canby Financial Advisors, an SEC-registered wealth manager based in Framingham, MA with $729 million in regulatory assets, lists Christopher P Gullotti on its Form ADV as Financial Advisor, Partner, a control person.
Firms and roles
- Canby Financial AdvisorsFinancial Advisor, PartnerWealth manager · Framingham, MA · $729M in regulatory assets
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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Christopher S. BordenFinancial Advisor, Managing Partner, Canby Financial Advisors
- Susan M BrodnickChief Compliance Officer, Canby Financial Advisors
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.