Christopher Mario Bertorelli

Current Employers

Employment History

• 08/2023 → Present
  Octavia Wealth Advisors, Llc
  San Diego, CA
• 11/2018 → 07/2023
  John Hancock Investment Management, Llc
  Boston, MA
• 07/2017 → 11/2018
  Manulife Asset Management (Us) Llc
  Boston, MA
• 05/2007 → 12/2016
  Manulife Asset Management (Us) Llc
  Boston, MA
• 01/2007 → 07/2023
  John Hancock Investment Management Distributors, Llc
  Boston, MA
• 11/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-11-08 → 2023-08-11
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
  Coronado, CA
• 2017-07-07 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2007-05-03 → 2016-12-31
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2012-07-31 → 2014-12-31
  Signator Investors, Inc.
  Boston, MA
• 2007-05-02 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA

Other Businesses

1) Octavia Wealth Advisors, LLC. Investment Related. 7676 Hazard Center Drive Suite 1550 San Diego, CA 92108. RIA. IAR. 08/2023. Hrs/month 160 all during trading hours. IAR. 2) Fixed insurance. Investment Related. 7676 Hazard Center Drive Suite 1550 San Diego, CA 92108. Fixed/traditional insurance. Agent. 08/2023. Hrs/month 5 all during trading hours. Sales of fixed/traditional insurance products. 2) Octavia Risk Management. 7676 Hazard Center Drive Suite 1550 San Diego, CA 92108. Fixed/traditional insurance. Agent. 08/2023. Hrs/month 5 all during trading hours. Implementation of insurance products. 4) Coronado Cays Yacht Club Financial Advisory Committee. Not Investment Related. 30 N Caribe Cay blvd Coronado, CA 92118. Charitable or non-profit organization. None. 12/2022. Hrs/month 2 with 1 during trading hours. Provide financial guidance and advice to CCYC board of directors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-01
• S63 Uniform Securities Agent State Law Examination
  1997-11-04

Designations