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Anne Christopulos
from West Branch Capital LLC
Anne Christopulos is a financial advisor based in Massachusetts, Amherst,
with 23 years of experience. Anne currently works for
West Branch Capital LLC.
Anne maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Anne Christopulos works at West Branch Capital LLC
West Branch Capital LLC is a financial advisory firm based in Amherst, Massachusetts. It currently has approximately $415,038,451 of assets under management and employs about 10 people. West Branch Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
9 Research Drive, Suite 1, Amherst, Massachusetts, 1002
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