Christopher Robert Cacchiola
Investment adviser representative at Emissary Wealth
15 yearsExperience
2 statesRegistered in
$185.1MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Emissary Wealth LLCMar 2020 to now
- Mercer Global Advisors Inc.Dec 2018 to Feb 2020
- Beacon Wealth Management, LLCMay 2011 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Emissary Wealth
Legal name: Emissary Wealth LLC
$185.1MAssets managed
230Clients
5Advisers
5 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
- 5664953
- Firm CRD
- 308002