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Christopher Thomas Pessotti

Investment adviser representative at Independence Financial Advisors, LLC
14 yearsExperience
2 statesRegistered in
$463.8MFirm assets
11 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 assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Independence Financial Advisors, LLCJan 2019 to now
  2. Tmmc IncJan 2012 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (MA, NH).

Independence Financial Advisors, LLC

$463.8MAssets managed
2,777Clients
8Advisers
11 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
7048901
Firm CRD
156305
Advisor's SEC record (opens in a new tab)
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