Christopher James Annello
PartnerSagebroadview Wealth Management, LLCCRD 5998570
About Christopher James Annello
Christopher James Annello is listed as Partner at Sagebroadview Wealth Management, LLC in Farmington, CT. Form ADV reports a beneficial ownership band of Under 5%. Christopher James Annello is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Sagebroadview Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Christopher James Annello work?
Christopher James Annello is listed as Partner at Sagebroadview Wealth Management, LLC on SEC Form ADV.
How much of Sagebroadview Wealth Management, LLC does Christopher James Annello own?
Form ADV reports a beneficial ownership band of Under 5%.
Sagebroadview Wealth Management, LLC
| Title | Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Sagebroadview Wealth Management, LLC
| Title | Director, Vice President, Treasurer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |