DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Robert Cacchiola
Feed of 09/14/2026
Also filed as Christopher Cacchiola
At current firm
6 y
since Apr 8, 2020
In the industry
15 y
since Jan 31, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Emissary Wealth independent RIA currentsince Apr 8, 2020 · Hackensack, Nj
- Mercer Global Advisors Inc. independent RIAJul 2, 2019 to Mar 11, 2020 · Hackensack, Nj
- Beacon Wealth Management, LLC formerFeb 21, 2012 to Mar 15, 2019 · Hackensack, Nj
- Ernst & Young Investment Advisers Llp no RAUMFeb 1, 2011 to May 5, 2011 · Secaucus, Nj
Moves
a registration end followed by a registration begin elsewhere
- Mercer Global Advisors Inc. to Emissary Wealthleft Mar 11, 2020, registered Apr 8, 2020 (28 days) · RIA to RIA
- Beacon Wealth Management, LLC to Mercer Global Advisors Inc.left Mar 15, 2019, registered Jul 2, 2019 (109 days) · RIA to RIA · moved with a team
- Ernst & Young Investment Advisers Llp to Beacon Wealth Management, LLCleft May 5, 2011, registered Feb 21, 2012 (292 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address