Christopher Joseph Macca
Investment adviser representative at Principle Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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 assetsFixed 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
13 years in the industry.
- Principle WealthFeb 2021 to now
- Principle Wealth Partners LLCFeb 2021 to now
- Simione, Macca & LarrowJun 2020 to Jan 2021
- Trinitypoint Wealth, LLCDec 2018 to Jun 2020
- Northwestern Mutual Investment Services LLCJan 2018 to Dec 2018
- UnemployedMay 2017 to Apr 2018
- Trinity CollegeAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
Principle Wealth
Legal name: Principle Wealth Partners LLC
$3.2BAssets managed
1,210Clients
21Advisers
8 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
- 6699509
- Firm CRD
- 290180