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Christopher Robin Revak

YOUR-FINANCIAL-LIFEGUARD
BRADENTON, FL
·CRD# 3134868·28 years experience

Professional Summary

Christopher Robin Revak, who also goes by Chris Revak, is a registered financial advisor currently at YOUR-FINANCIAL-LIFEGUARD located in Bradenton, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 4 firms and has passed the Series 63, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Revak

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

YOUR-FINANCIAL-LIFEGUARD·CRD# 115695
RIA
Bradenton, FL
January 27, 2014 - Present
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Edina, MN
July 30, 2004 - July 17, 2007
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Fairfield, IA
February 25, 2004 - August 11, 2004
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Dallas, TX
November 24, 1998 - June 1, 2000

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Current Firm

YO
YOUR-FINANCIAL-LIFEGUARD

CHRISTOPHER R. REVAK, L.L.C. | YOUR-FINANCIAL-LIFEGUARD INC. | YOUR-FINANCIAL-LIFEGUARD

CRD#: 115695
Florida
Registered Investment Advisory firm - Florida (11/13/2023 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (6/19/2000 Approved)
Texas
Registered Investment Advisory firm - Texas (10/30/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Bradenton, FL

Phone Number

(612) 564-3666

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

148

AUM (Assets Under Management)

$36,318,997

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

A.CHRISTOPHER R. REVAK LLC;OWNER;TAX PREP & ACCOUNTING WORK;START-10/2004;10 HRS/MNTH. B. KAIZEN SOLUTIONS LLC; OWNER; CONSULTING; START 09/2007;

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(11/13/2023)
IAR
Minnesota
(1/27/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2004About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Nov 1998About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Feb 2004About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Robin Revak's CRS (Customer Relationship Summary).

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