Michael B. Christy

CONSORTIUM PRIVATE WEALTH LLC

SLIDELL, LA 70461

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CRD#: 4529168

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael B Christy

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 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;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Bryan Christy'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

December 19, 2023 - Present

CONSORTIUM PRIVATE WEALTH LLC

Office #1: 1000 Caruso Blvd Ste 425, Slidell, LA 70461

RIA

CRD#: 325038

SLIDELL, LA

Past

April 10, 2019 - June 25, 2020

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

New Orleans, LA

Past

March 25, 2017 - May 8, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

METAIRIE, LA

Past

April 21, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BATON ROUGE, LA

Past

March 12, 2014 - March 29, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

METAIRIE, LA

Past

November 15, 2010 - February 3, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WORTHINGTON, OH

Past

November 12, 2010 - February 3, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

WORTHINGTON, OH

Past

June 8, 2009 - September 3, 2009

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBUS, OH

Past

June 4, 2009 - October 28, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBUS, OH

Past

January 4, 2006 - June 10, 2009

NEW ENGLAND SECURITIES

RIA

CRD#: 615

COLUMBUS, OH

Past

May 12, 2003 - June 10, 2009

NEW ENGLAND SECURITIES

CRD#: 615

COLUMBUS, OH

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

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

General Industry/Product Exam

SIE

Date: 5/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/9/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONSORTIUM PRIVATE WEALTH LLC

CRD#: 325038 / SEC#: 801-127380

RIA

Registered Investment Advisory firm - (12/20/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (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).

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Contact information

Main Address

1000 Caruso Blvd Ste 425, Slidell, LA 70461

Mailing Address

Phone number

(800) 980-5601

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 650,355

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

Michael B. Christy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

SIE

Date: 5/8/2018

Series 6

Date: 5/9/2003

Current Firm

CONSORTIUM PRIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONSORTIUM PRIVATE WEALTH LLC

TRUST BUT VERIFY

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