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Christopher John Moakley

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher John Moakley · EXCELSIOR, MN
Registration
CRD #2167257 · EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

Alexander Ellis
EXCELSIOR, MN
Anne Marie Denman
EXCELSIOR, MN
Ryan Desroches Fegley
EXCELSIOR, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
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Research
Advisor Fees in MinnesotaNational Fee Analysis
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