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AC

Alex T. Christie

ARETE WEALTH MANAGEMENT
New York, NY 10004
Some features on this profile are disabled
CRD#: 3000974
AC

Professional summary


Alex Tyrone Christie, who also goes by Alex Christie, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in New York, New York.

Alex is registered as a RR (Registered Representative) and started their career in finance in 1998. Alex has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Christie

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alex Tyrone Christie's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 21, 2022 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 5 Hanover Sq. 12th Floor, New York, NY 10004
BD
CRD#: 44856
New York, NY
Past

March 18, 2019 - July 21, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

December 5, 2017 - March 13, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

April 13, 2017 - March 13, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

April 7, 2014 - April 7, 2017

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
New York, NY
Past

October 5, 2007 - December 4, 2012

PERSHING ADVISOR SOLUTIONS LLC

BD
CRD#: 36671
JERSEY CITY, NJ
Past

January 24, 2001 - October 1, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

February 10, 1998 - April 25, 2000

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/21/2022)
RR
Colorado
(7/21/2022)
RR
Connecticut
(7/22/2022)
RR
Florida
(7/21/2022)
RR
Maryland
(7/21/2022)
RR
Massachusetts
(7/21/2022)
RR
Minnesota
(7/21/2022)
RR
New Jersey
(7/21/2022)
RR
New York
(7/21/2022)
RR
North Carolina
(7/25/2022)
RR
Ohio
(7/21/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 2/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CHUNG, UNBOCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6208569
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
ROGERS, JOSHUA DEANCHIEF EXECUTIVE OFFICER3163818

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856New York, NY 10004

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