Christopher Paul Cappello
Investment adviser representative at New England Retirement Consultants, LLC
32 yearsExperience
1 stateRegistered in
$2.1BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
32 years in the industry.
- New England Retirement Consultants, LLCFeb 2014 to now
- Self EmployedJan 2009 to now
- MML Investors Services, Inc.Nov 1995 to now
- Massachusetts Mutual Life Ins. CoApr 1994 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
New England Retirement Consultants, LLC
$2.1BAssets managed
14Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145940
- Firm CRD
- 141573