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Employer firm

Fitts Financial CRD 311349

Reported services (Item 5G)

  • SOLICIT FOR REGISTERED INVESTMENT ADVISOR

From the firm’s Form ADV. Read the guides:

Current Employers
Fitts Financial

30 Turnpike Road Suite 3, Southborough, MA 01772 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2021-07-28
  • MA RA
    APPROVED_RES
    Since 2021-07-28

Branch Locations

30 Turnpike Road Suite 3, Southborough, MA 01772 • United States

Bortolussi Wealth Management, Inc.

30 Turnpike Road Suite 3, Southborough, MA 01772 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2018-04-04
  • MA RA
    APPROVED_RES
    Since 2018-04-04

Branch Locations

2 Willow St Suite 102, Southborough, MA 01745 • United States

30 Turnpike Road Suite 3, Southborough, MA 01772 • 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
OrganizationCityStateFromTo
Fitts Insurance Agency, Inc Southborough MA 12/1994 Present
Bortolussi Wealth Management, Inc. Upton MA 03/2018 04/2021
Other Names
  • Christopher Fitts

View on SEC IAPD

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