Unclaimed Profile

Christopher Michael Mortara

IMPRINT WEALTH LLC·MOUNT PLEASANT, South Carolina

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredIMPRINT WEALTH LLC

75 PORT CITY LANDING, MOUNT PLEASANT, SC 29464CRD# 2858346Firm CRD# 322130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Michael Mortara · MOUNT PLEASANT, SC

Registration

CRD #2858346 · IMPRINT WEALTH LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IMPRINT WEALTH LLC

SKYROCK INVESTMENT MANAGEMENT LLC

Jul 2020 – Oct 2022

Marshfield, MA

CANTELLA & CO., INC.

Jan 2011 – Jul 2018

BOSTON, MA

US FINANCIAL ADVISORS, LLC

Sep 2006 – Dec 2010

BRAINTREE, MA

US FINANCIAL ADVISORS, LLC

Jan 2002 – Jul 2005

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IMPRINT WEALTH LLC

CRD 322130 · SEC 801-126084

AUM

$709M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by IMPRINT WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IMPRINT WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Michael Mortara offer?

Christopher Michael Mortara specializes in Financial Planning, Investment Management, Wealth Management.

What are Christopher Michael Mortara's credentials?

Christopher Michael Mortara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Michael Mortara located?

Christopher Michael Mortara is based in MOUNT PLEASANT, South Carolina, last registered with IMPRINT WEALTH LLC.

How does Christopher Michael Mortara charge for services?

Christopher Michael Mortara's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IMPRINT WEALTH LLC?

IMPRINT WEALTH LLC has approximately 27 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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