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Christopher William Beale

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC·SOUTH MERIDEN, Connecticut
Unclaimed Profile
79 MAIN STREET, SOUTH MERIDEN, CT 06451-5118CRD# 1219495Firm CRD# 109203
01

About

Christopher William Beale is a registered financial advisor based in SOUTH MERIDEN, Connecticut, affiliated with NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
AUM
$529M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1219495
Firm CRD# 109203
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher William Beale offer?
Christopher William Beale specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH MERIDEN, Connecticut for a consultation.
What are Christopher William Beale's credentials?
Christopher William Beale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher William Beale located?
Christopher William Beale is based in SOUTH MERIDEN, Connecticut, working with NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC. Their office serves clients in the SOUTH MERIDEN metropolitan area and surrounding communities.
How does Christopher William Beale charge for services?
Christopher William Beale's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC?
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC has approximately 11 employees and manages $529M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH MERIDEN
Darren M Tapley — NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLCChristopher Michael Lee — NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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