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Christie Marie Whitney MS.

Christie M. Whitney

REBALANCE LLC
El Dorado Hills, CA
Some features on this profile are disabled
CRD#: 3260111
Christie Marie Whitney MS.

Professional summary

Christie Marie Whitney MS., CFP®, who also goes by Christie Marie Holmes Ms., Christie Marie Holmes, Christie Holmes, is a registered financial advisor currently at REBALANCE LLC located in El Dorado Hills, California.

Christie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christie has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christie Marie Holmes Ms. | Christie Marie Holmes | Christie Holmes

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.
Assist with bookkeeping for my husbands consulting business Portion of mgmt fee given in first year clients that I bring on open an account, exiting client referral or addition of funds.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christie Marie Whitney MS.'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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

July 28, 2016 - Present

REBALANCE LLC

RIA
CRD#: 158242
El Dorado Hills, CA
Past

December 12, 2012 - September 5, 2014

INTEGRATED WEALTH COUNSEL, LLC

RIA
CRD#: 105538
RENO, NV
Past

April 15, 2003 - February 13, 2004

OPPENHEIMER ASSET MANAGEMENT

RIA
CRD#: 105559
NEW YORK, NY
Past

January 3, 2003 - April 15, 2003

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
SAN FRANCISCO, CA
Past

January 3, 2003 - February 13, 2004

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

December 10, 2002 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA
CRD#: 630
SAN FRANCISCO, CA
Past

December 10, 2002 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

June 6, 2002 - January 7, 2003

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN FRANCISCO, CA
Past

August 30, 2001 - January 7, 2003

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

February 1, 2000 - August 22, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

January 19, 2000 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

July 29, 1999 - November 2, 1999

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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".
RL
REBALANCE LLC
MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA
Registered Investment Advisory firm - (9/28/2011 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
California
(7/28/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/11/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/3/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/28/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RL
REBALANCE LLC
MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA
Registered Investment Advisory firm - (9/28/2011 Approved)
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Contact information

Main Address
635 Bryant Street #6, Palo Alto, CA 94301
Mailing Address
4800 Hampden Lane Suite 200, Bethesda, MD 20814
Phone number
(650) 396-3900
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (35 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,607
AUM (Assets Under Management)$ 1,558,126,646

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

REBALANCE LLC

CRD#: 158242El Dorado Hills, CA

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