CS
Christian D. Searcy
PURSUIT WEALTH MANAGMENT LLC
Palm Beach Gardens, FL 33418
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CRD#: 4578138
CS
Professional summary
Christian Dietrich Searcy JR., AIF®, CFP®, CPWA®, who also goes by Christian D. Searcy Jr., Christian D Searcy Jr., Christian Dietrich Searcy, is a registered financial advisor currently at PURSUIT WEALTH MANAGMENT LLC located in Palm Beach Gardens, Florida.
Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christian has worked at 4 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christian D. Searcy Jr. | Christian D Searcy Jr. | Christian Dietrich Searcy
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) UVA CLUB OF THE PALM BEACHES - NORTH PALM BEACH, FL ; A BOARD MEMBER; ORGANIZING EVENTS FOR LOCAL ALUMNI AND BEING A LIAISON FOR THE UNIVERSITY OF VIRGINIA; NON-INVESTMENT RELATED ACTIVITY; 1% OF TIME SPENT 2) LIFE INSURANCE BUSINESS - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS; INSURANCE AGENT; CONSULTING CLIENTS ON INSURANCE COVERAGE; INVESTMENT RELATED BUSINESS; 1% OF TIME SPENT 3) PURSUIT CONSULTING, LLC - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS, FL; MANAGER; NON-INVESTMENT RELATED:CONSULTING SERVICES; DUTIES INCLUDE RUNNING BUSINESS CONSULTING ANALYSIS FOR CORPORATE CLIENTS; DEVOTES APPROXIMATELY 1% OF TIME PER MONTH TO THESE DUTIES, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. 4) ST. PAUL OF THE CROSS CHURCH - 10970 JACK NICKLAUS DRIVE, NORTH PALM BEACH, FL 33408; FINANCE COMMITTEE: NON-INVESTMENT RELATED BUSINESS: MEMBER: 2018 TO PRESENT: REVIEW FINANCIALS OF THE CHURCH: DEVOTES 1 HOUR PER QUARTER, 0 TIME DURING SECURITIES TRADING HOURS. 5) THE LORD'S PLACE - 2808 N AUSTRALIAN AVE. WEST PALM BEACH, FL 33407; COMMITTEE MEMBER; INVESTMENT RELATED; CHARITY FOR HOMELESSNESS PROVIDING INVESTMENT FINANCE COMMITTEE ADVICE; 1 HR PER MONTH; -0- HOURS DURING TRADING HOURS; START DATE 03/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Christian Dietrich Searcy JR.'s 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®
Start date: 2006
Experience
Current
June 26, 2020 - Present
PURSUIT WEALTH MANAGMENT LLC
Office #1: 4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418RIA
CRD#: 308969
Palm Beach Gardens, FL
Past
June 5, 2019 - June 22, 2020
KOVACK ADVISORS, INC.
RIA
CRD#: 140808
Palm Beach Gardens, FL
Past
May 31, 2019 - June 22, 2020
KOVACK SECURITIES INC.
BD
CRD#: 44848
Palm Beach Gardens, FL
Past
November 4, 2002 - June 27, 2019
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
PALM BEACH GARDENS, FL
Past
October 15, 2002 - June 27, 2019
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
PALM BEACH GARDENS, FL
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".
PW
PURSUIT WEALTH MANAGMENT LLC
PURSUIT WEALTH MANAGEMENT | PURSUIT WEALTH MANAGMENT LLLP | PURSUIT WEALTH MANAGMENT LLC | PURSUIT WEALTH MANAGEMENT LLC
CRD#: 308969 / SEC#: 801-118856
RIA
Registered Investment Advisory firm - (6/5/2020 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
Florida(6/26/2020)
IAR
Texas(8/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/4/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PURSUIT WEALTH MANAGMENT LLC
PURSUIT WEALTH MANAGEMENT | PURSUIT WEALTH MANAGMENT LLLP | PURSUIT WEALTH MANAGMENT LLC | PURSUIT WEALTH MANAGEMENT LLC
CRD#: 308969 / SEC#: 801-118856
RIA
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Contact information
Main Address
4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418
Mailing Address
Phone number
(561) 437-4770
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 273 |
| AUM (Assets Under Management) | $ 186,324,124 |
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.
