Christiaan J. Graf
Professional summary
Christiaan Jonas Graf, who also goes by Christian J Graf, Christian Jonas Graf, is a registered financial advisor currently at KDK PRIVATE WEALTH MANAGEMENT located in Houston, Texas.
Christiaan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christiaan has worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christiaan Jonas Graf's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2021 - Present
KDK PRIVATE WEALTH MANAGEMENT
Office #1: 1616 South Voss Suite 800, Houston, TX 77057April 4, 2017 - May 24, 2021
MERCER GLOBAL ADVISORS INC.
August 23, 2011 - September 16, 2011
SANFORD C. BERNSTEIN & CO., LLC
August 23, 2011 - January 16, 2013
ALLIANCEBERNSTEIN L.P.
March 9, 2004 - January 16, 2013
SANFORD C. BERNSTEIN & CO., LLC
June 20, 2000 - March 28, 2001
CIBC WORLD MARKETS CORP.
Primary Firm SEC Registration
KDK PRIVATE WEALTH MANAGEMENT
CRD#: 299583 / SEC#: 801-121062
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/6/2021)
Exams
Current Firm
KDK PRIVATE WEALTH MANAGEMENT
CRD#: 299583 / SEC#: 801-121062
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 478,826,455 |
Red Flags
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