Christina Light
Advisor at Emissary Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Christina Light is a financial advisor at Emissary Wealth with eight years of industry experience. She holds a Series 65 designation and has worked at Emissary Wealth since 2020, following five years at Bell Investment Advisors, Inc. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and goal-driven planning, with a focus on real estate-related investments for its pooled vehicle business.
Client services
Based on Emissary Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Emissary Wealth
Business exit / sale strategy
Real estate investing
Active portfolio management
Fee options
Fixed financial planning fees ranging typically from $2,500 to $20,000 per year
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% $15,000,001+: 0.25%
Typically $300 per hour for financial planning, subject to negotiation
Minimum fee: Minimum annual fee of $2,500, waivable at Adviser's sole discretion Fee-only: Fixed financial planning fees typically range from $2,500 to $20,000 per year; hourly financial planning fees at $300/hour, subject to negotiation
Location
Pelham, MA
Most active in
Christina L has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Jersey
Work history
Emissary Wealth
2020 - Present (6 years)
Bell Investment Advisors, Inc.
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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