Christian D. Keedy

GUARDIAN WEALTH ADVISORS

DURHAM, NC 27707

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CRD#: 4325571

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.

1 - CDK CAPITAL CORP.; POSITION: PRESIDENT; ADDRESS: 4270 THE CIRCLE AT NORTH HILLS SUITE 200 RALEIGH, NC 27609; START DATE: DECEMBER, 2016; CORPORATION OWNS SHARES IN GUARDIAN WEALTH PARTNERS.; 0 HOURS PER MONTH DURING MARKET HOURS; NO OTHER BUSINESS IS CONDUCTED THROUGH CDK CAPITAL CORP. 2 - 3616 SHANNON ROAD, LLC; NOT INVESTMENT RELATED; REAL ESTATE HOLDING, BUILDING OWNER; 04/2022; 2 HRS/MONTHOUTSIDE TRADING HOURS.

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

CRD#: 124496

KNOXVILLE, TN

Past

November 21, 2003 - August 3, 2005

M&I FINANCIAL ADVISORS, INC

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".

GUARDIAN WEALTH ADVISORS, LLC

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)

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: 12/16/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/2003

General Securities Representative Examination

Current Firm

GUARDIAN WEALTH ADVISORS, LLC

CRD#: 305412 / SEC#: 801-118121

RIA

Registered Investment Advisory firm - (2/24/2020 Approved)

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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

SEC notice filing (18 States and Territories)

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 Accounts	1,683
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.

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Advisor Monitoring

Firm Stability Insights

Christian D. Keedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian David Keedy's CRS (Customer Relationship Summary).

Certified licenses

Experience

APTUS CAPITAL ADVISORS, LLC

GORDON ASSET MANAGEMENT, LLC

CW SECURITIES, LLC

M&I FINANCIAL ADVISORS, INC

Primary Firm SEC Registration

GUARDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2005

Series 63

Date: 12/13/2003

Series 7

Date: 11/20/2003

Current Firm

GUARDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUARDIAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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