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CK

Christian D. Keedy

GUARDIAN WEALTH ADVISORS
DURHAM, NC 27707
Some features on this profile are disabled
CRD#: 4325571
CK

Professional summary

Christian David Keedy, CFP®, who also goes by Christian David Keedy Jr, is a registered financial advisor currently at GUARDIAN WEALTH ADVISORS, LLC located in Durham, North Carolina.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christian has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christian David Keedy Jr

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) - RIA

Click below to view Christian David Keedy'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

Experience

Current

May 12, 2022 - Present

GUARDIAN WEALTH ADVISORS, LLC

Office #1: 3616 Shannon Rd Suite 101, Durham, NC 27707
RIA
CRD#: 305412
DURHAM, NC
Past

January 4, 2019 - May 11, 2022

APTUS CAPITAL ADVISORS, LLC

RIA
CRD#: 167626
Raleigh, NC
Past

January 3, 2012 - January 7, 2019

GORDON ASSET MANAGEMENT, LLC

RIA
CRD#: 118471
DURHAM, NC
Past

January 17, 2007 - December 15, 2011

CW SECURITIES, LLC

BD
CRD#: 124496
KNOXVILLE, TN
Past

November 21, 2003 - August 3, 2005

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI

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".
GW
GUARDIAN WEALTH ADVISORS, LLC
BLUE LINE INVESTING | VALLEY PEAK FINANCIAL | SILO WEALTH | LSG INVESTMENT GROUP | INGRAM FINANCIAL | ID WEALTH | GWP HOLDINGS, LLC | GUARDIAN WEALTH PARTNERS | GUARDIAN WEALTH ADVISORS, LLC | GATHER WEALTH | FINANCE ROADMAP PLANNING | DUNHAM & DEITEL WEALTH MANAGEMENT | CORNERSTONE WEALTH CONSULTING SERVICES LLC | CENTERPOINT FINANCIAL GROUP, INC.

CRD#: 305412 / SEC#: 801-118121

RIA
Registered Investment Advisory firm - (2/24/2020 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
North Carolina
(5/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/13/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/2003
General Securities Representative Examination

Current Firm

GW
GUARDIAN WEALTH ADVISORS, LLC
BLUE LINE INVESTING | VALLEY PEAK FINANCIAL | SILO WEALTH | LSG INVESTMENT GROUP | INGRAM FINANCIAL | ID WEALTH | GWP HOLDINGS, LLC | GUARDIAN WEALTH PARTNERS | GUARDIAN WEALTH ADVISORS, LLC | GATHER WEALTH | FINANCE ROADMAP PLANNING | DUNHAM & DEITEL WEALTH MANAGEMENT | CORNERSTONE WEALTH CONSULTING SERVICES LLC | CENTERPOINT FINANCIAL GROUP, INC.

CRD#: 305412 / SEC#: 801-118121

RIA
Registered Investment Advisory firm - (2/24/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4270 The Circle At North Hills Street Suite 200, Raleigh, NC 27609
Mailing Address
Phone number
(919) 874-1900
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (18 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

GWA FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,683
AUM (Assets Under Management)$ 2,051,517,525

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

GUARDIAN WEALTH ADVISORS, LLC

CRD#: 305412Durham, NC 27707

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