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Michael Bryan Christy

CONSORTIUM PRIVATE WEALTH
SLIDELL, LA
·CRD# 4529168·23 years experience

Professional Summary

Michael Bryan Christy, who also goes by Michael B Christy, is a registered financial advisor currently at CONSORTIUM PRIVATE WEALTH LLC located in Slidell, Louisiana. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 7 firms and has passed the SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael B Christy

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

23 years in the financial services industry

Current & Past Employments

CONSORTIUM PRIVATE WEALTH LLC·CRD# 325038
RIA
1000 Caruso Blvd Ste 425, Slidell, LA 70461
December 19, 2023 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
New Orleans, LA
April 10, 2019 - June 25, 2020
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Metairie, LA
March 25, 2017 - May 8, 2018
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Baton Rouge, LA
April 21, 2016 - March 25, 2017
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Metairie, LA
March 12, 2014 - March 29, 2016
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Worthington, OH
November 15, 2010 - February 3, 2014
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Worthington, OH
November 12, 2010 - February 3, 2014
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Columbus, OH
June 8, 2009 - September 3, 2009
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Columbus, OH
June 4, 2009 - October 28, 2010
NEW ENGLAND SECURITIES·CRD# 615
RIA
Columbus, OH
January 4, 2006 - June 10, 2009
NEW ENGLAND SECURITIES·CRD# 615
BD
Columbus, OH
May 12, 2003 - June 10, 2009

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Current Firm

CP
CONSORTIUM PRIVATE WEALTH LLC

CONSORTIUM PRIVATE WEALTH LLC

CRD#: 325038 / SEC#: 801-127380
RIA
Registered Investment Advisory firm - SEC (12/20/2023 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (12/19/2023 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1000 Caruso Blvd Ste 425, Slidell, LA 70461

Phone Number

(800) 980-5601

# of Employees

4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

12

AUM (Assets Under Management)

$650,355

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 CONSORTIUM, LLC; SAME AS BRANCH; INV REL; FIXED LIFE INSURANCE, GROUP BENEFITS SALES; CHAIRMAN/CEO; START DATE=05/2018; HRS/MO=120; TRADING HRS/MO=60; GENERAL AGENT, SELLING LIFE, DI, BENEFITS;

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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.
IAR
Louisiana
(12/19/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed May 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2003About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Bryan Christy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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