Christian Habitz

THE INVICTUS COLLECTIVE

Boynton Beach, FL

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CRD#: 4436200

Professional summary

Christian Habitz, who also goes by Christian Habitz, Christian Nathaniel Habitz, Christian Habitz, is a registered financial advisor currently at THE INVICTUS COLLECTIVE, LLC located in Boynton Beach, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christian has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christian Habitz | Christian Nathaniel Habitz | Christian Habitz

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.

Entity Name: Trumid LLC Investment related: Yes Address: 965 Chicago, IL Nature of the other business: Investing in Sentrycard Technologies through Trumid LLC, producer of security technology smart cards Position/Title/Relationship: Investor/Partial Owner Start Date: 14-Jun-2019 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: none - passive investor Entity: Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1, LLC Investment related: Yes Address: 100 South Pointe Drive, Unit 3502, Miami Beach FL 33139 Nature of the other business: Investing in Monomyth Anovion, LLC, which is invested in Anovion, a manufacturer of synthetic graphite Position/Title/Relationship: Manager and Investor Start date of your relationship: 1-Oct-2022 Approximate number of hours/month you devote to the other business: 1 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Set up legal entity and transaction account for the purpose of consolidating other investors into Monomyth Anovion, LLC; coordinate ongoing tax administration

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Habitz'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

May 21, 2021 - Present

THE INVICTUS COLLECTIVE, LLC

RIA

CRD#: 310744

Boynton Beach, FL

Past

November 17, 2015 - May 27, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Miami, FL

Past

November 17, 2015 - May 27, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

Miami, FL

Past

June 15, 2009 - December 16, 2015

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

CHICAGO, IL

Past

June 12, 2009 - December 16, 2015

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

CHICAGO, IL

Past

June 1, 2009 - June 15, 2009

MORGAN STANLEY

RIA

CRD#: 149777

CHICAGO, IL

Past

June 1, 2009 - June 15, 2009

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

CHICAGO, IL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

CHICAGO, IL

Past

February 22, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

CHICAGO, IL

Past

October 24, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

CHICAGO, IL

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".

THE INVICTUS COLLECTIVE, LLC

MERLE ADVISORS, LLC | THE INVICTUS COLLECTIVE, LLC

CRD#: 310744 / SEC#: 801-121217

RIA

Registered Investment Advisory firm - (5/12/2021 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

Florida
(6/2/2021)

IAR

Illinois
(10/7/2022)

IAR

Texas
(5/21/2021)

IAR

Utah
(2/22/2023)

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 66

Date: 12/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/7/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/23/2001

General Securities Representative Examination

Current Firm

THE INVICTUS COLLECTIVE, LLC

MERLE ADVISORS, LLC | THE INVICTUS COLLECTIVE, LLC

CRD#: 310744 / SEC#: 801-121217

RIA

Registered Investment Advisory firm - (5/12/2021 Approved)

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Contact information

Main Address

3 South Prospect Avenue Suite 201, Park Ridge, IL 60068

Mailing Address

Phone number

(866) 636-3468

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR THE INVICTUS COLLECTIVE, LLC (3/17/2025)

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 399,410,173

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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Firm Stability Insights

Christian Habitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

THE INVICTUS COLLECTIVE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2001

SIE

Date: 10/1/2018

Series 31

Date: 12/7/2001

Series 7

Date: 10/23/2001

Current Firm

THE INVICTUS COLLECTIVE, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE INVICTUS COLLECTIVE, LLC

TRUST BUT VERIFY

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