Christine A. Keller

APEX WEALTH MANAGEMENT

Bedford, NH 03110

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CRD#: 3155446

Professional summary

Christine Ann Keller, who also goes by Christine A Keller, Christine Ann Kelly, Christine Ann Mcmaster, is a registered financial advisor currently at APEX WEALTH MANAGEMENT, LLC located in Bedford, New Hampshire.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christine has worked at 3 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine A Keller | Christine Ann Kelly | Christine Ann Mcmaster

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.

1) ANNIE MAC MORTGAGE; INVESTMENT-RELATED; 1 HARDY ROAD, BEDFORD, NH 03110; RESIDENTIAL MORTGAGE LOANS; LOAN OFFICER; 08/15/2022; 50 HOURS PER MONTH; ASSIST CLIENTS IN DETERMINING WHICH MORTGAGE LOAN OPTION WOULD WORK BEST FOR THEIR PERSONAL SCENARIO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Ann Keller'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

January 24, 2024 - Present

APEX WEALTH MANAGEMENT, LLC

Office #1: 1 Hardy Rd #400, Bedford, NH 03110

RIA

CRD#: 317091

Bedford, NH

Past

January 3, 2012 - June 27, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

December 16, 2008 - June 26, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

February 17, 2004 - September 30, 2005

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

January 7, 1999 - September 30, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APEX WEALTH MANAGEMENT, LLC

CRD#: 317091 / SEC#: 801-122628

RIA

Registered Investment Advisory firm - (11/4/2021 Approved)

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.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(1/24/2024)

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

State Security Law Exam

IAR

Series 65

Date: 11/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/6/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/5/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/3/2009

General Securities Principal Examination

Current Firm

APEX WEALTH MANAGEMENT, LLC

CRD#: 317091 / SEC#: 801-122628

RIA

Registered Investment Advisory firm - (11/4/2021 Approved)

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Contact information

Main Address

1 Hardy Rd #400, Bedford, NH 03110

Mailing Address

Phone number

(603) 488-2475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWM DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 170,183,968

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.

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Advisor Monitoring

Firm Stability Insights

Christine A. Keller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Ann Keller's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

APEX WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2023

Series 63

Date: 10/9/2023

Series 66

Date: 8/6/2009

SIE

Date: 8/5/2023

Series 7

Date: 12/15/2008

Series 24

Date: 12/3/2009

Current Firm

APEX WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APEX WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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