Christopher Carelli has been an investment adviser representative at Carr Financial Group since February 2022, and is not listed among the firm’s executive officers or direct owners.
Carr Financial Group Corporation is a Worcester, MA firm with $836M under management, 625 clients and 7 advisers across 5 offices, as of its September 2026 filing.
Christopher Carelli is Partner - Financial Planner of Carr Financial Group, based in Worcester, MA. He has more than 20 years of experience serving entrepreneurs, high-net-worth individuals and families, with expertise in investment management, tax-efficient planning strategies and wealth transfer planning. Before joining the firm he worked as a bond broker and trader.
Christopher Carelli’s longest registration was 8 years at Private Advisor Group, LLC (2013–2022). Before joining Carr Financial Group in 2022, Christopher Carelli was registered through LPL Financial LLC and Private Advisor Group, LLC.
- LPL Financial LLC– · 2 yearsWorcester, MA · Adviser representative · Firm CRD 6413
- Private Advisor Group, LLC– · 8 yearsWorcester, MA · Adviser representative · Firm CRD 155216
- Eagle Strategies LLC– · 5 yearsWestborough, MA · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Christopher Carelli is registered as an investment adviser representative in 2 states. The first approvals date from February 2022; the most recent is Massachusetts, in March 2022.
- MassachusettsSince 8 March 2022
- TexasSince 24 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 April 2004 |
| Series 7 | General Securities Representative Examination | 12 April 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Paul Carelli
- CRD
- 4778492
- Firm
- Carr Financial Group · CRD 317321
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- carrfinancial.com
Where does Christopher Carelli work?
Christopher Carelli is an investment adviser representative registered through Carr Financial Group Corporation since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Carelli a financial advisor?
Yes. Christopher Carelli has a current investment-adviser registration in Massachusetts and Texas, through Carr Financial Group since February 2022.
How many years of experience does Christopher Carelli have?
Christopher Carelli has 22 years in the financial industry, since May 2004, across 4 adviser firms.
What exams has Christopher Carelli passed?
Christopher Carelli has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in April 2004. FINRA credited Christopher Carelli with the SIE, which began in October 2018.
Where did Christopher Carelli work before Carr Financial Group?
Before Carr Financial Group, Christopher Carelli was registered through LPL Financial LLC, January 2018 to October 2020; Eagle Strategies LLC, December 2007 to December 2013.
Is Christopher Carelli registered with FINRA?
No. Christopher Carelli has no current broker registration.
How can I verify Christopher Carelli’s record?
Search CRD 4778492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Carelli’s full registration record.
