TrueAdvisor
TrueAdvisor
CF
ChFC
CF
ChFC

Christopher David Fagiolo

Cape Investment Advisory, INC.
19 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cape Investment Advisory, INC.
Compensation
Fee-Only (AUM)
Firm Size
33 advisors
Number of Clients
1,634 clients
Average Client Portfolio
$246K average
Assets Under Management
$402.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$350

Location

1600 Pennsylvania Ave., Mcdonough, GA, 30253

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History

Regulatory History (1)
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Customer Dispute
October 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher works as a benefits advisor for GEBA and GEMBA, dedicating nearly full-time hours to this role. As part of his duties, he also works as an insurance agent selling and servicing insurance through TrueChoice.

Employment History
Current Registrations
American Global Wealth Management, INC.
January 2023 - Present · 3 yrs 1 mo
American Global Wealth Management, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Cape Investment Advisory, INC.
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Cape Securities INC.Broker
April 2010 - January 2023 · 12 yrs 9 mos
Ssn Advisory, INC.
January 2010 - April 2010 · 3 mos
Securities Service Network, INC.Broker
January 2010 - April 2010 · 3 mos
Medallion Advisory Services, LLC
May 2008 - November 2009 · 1 yr 6 mos
Medallion Investment Services, INC.Broker
May 2008 - November 2009 · 1 yr 6 mos
LPL Financial Corporation
February 2008 - March 2008 · 1 mo
LPL Financial CorporationBroker
October 2007 - March 2008 · 5 mos
Uvest Financial Services Group, INC.Broker
February 2006 - October 2007 · 1 yr 8 mos
State Farm Vp Management CORP.Broker
August 2005 - January 2006 · 5 mos
State Registrations13 states
AZCODEFLGAMDMINCOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.