Christopher Mario Bertorelli
Investment adviser representative at Octavia Wealth Advisors LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2023 to now
- Octavia Wealth Advisors, LLCAug 2023 to now
- John Hancock Investment Management, LLCNov 2018 to Jul 2023
- Manulife Asset Management (US) LLCJul 2017 to Nov 2018
- Manulife Asset Management (US) LLCMay 2007 to Dec 2016
- John Hancock Investment Management Distributors, LLCJan 2007 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Octavia Wealth Advisors LLC
$2.2BAssets managed
3,803Clients
33Advisers
6 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
- 2386832
- Firm CRD
- 306909