AdvisorOS Directory
Claim Profile
CM

Christopher John Moakley

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP·EXCELSIOR, Minnesota
Unclaimed Profile
21960 MINNETONKA BLVD, SUITE 210, EXCELSIOR, MN 55331CRD# 2167257Firm CRD# 289890
01

About

Christopher John Moakley is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2167257
Firm CRD# 289890
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EXCELSIOR?

Browse all registered financial advisors in EXCELSIOR, Minnesota or claim this profile if it's yours.

Browse EXCELSIOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christopher John Moakley offer?
Christopher John Moakley specializes in Retirement Planning. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Christopher John Moakley's credentials?
Christopher John Moakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher John Moakley located?
Christopher John Moakley is based in EXCELSIOR, Minnesota, working with EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Christopher John Moakley charge for services?
Christopher John Moakley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP?
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EXCELSIOR
Jason Patrick Good — INTELLIGENT FINANCIAL STRATEGIES, LLCRobert Wagner Fullerton — BLUE ROCK ADVISORS, LLCMark Frederick Steen — BLUE ROCK ADVISORS, LLCAngela Merkel Knutzen — BLUE ROCK ADVISORS, LLCRobert Todd Moodey — CASTALIAN PARTNERS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile