Christopher James Annello

Current Employers

Sagebroadview Wealth Management, Llc

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2014-01-31
MA	RA	APPROVED	2012-01-06
CT	RA	APPROVED	2012-01-01

NJ RA
APPROVED

Since 2014-01-31
MA RA
APPROVED

Since 2012-01-06
CT RA
APPROVED

Since 2012-01-01

Branch Locations

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Burlington Woods Office Park 2 Burlington Woods Drive, Suite 100, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagebroadview Wealth Management, Llc	Farmington	CT	04/2011	Present
Sagebroadview Wealth Management, Llc	Farmington	CT	07/2021	Present

04/2011 → Present

Sagebroadview Wealth Management, Llc

Farmington, CT
07/2021 → Present

Sagebroadview Wealth Management, Llc

Farmington, CT

Previous Registrations

2012-03-01 → 2014-01-02

Sage Advisory Group, Llc

Morristown, NJ

Other Businesses

SageBroadview Tax, LLC (created 10/2020); Indirect Owner through SageBroadview, Inc.; primarily provides tax preparation services to businesses and individuals; Not investment related; Little or no time is spent on this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-09-23

S65 Uniform Investment Adviser Law Examination

2011-09-23

Designations

Other Names

Chris Annello

View on SEC IAPD