Christine M. Coley
Professional summary
Christine Marie Mueller Coley, CFP®, who also goes by Christine Coley, Christine Marie Mueller, Christine Mueller, is a registered financial advisor currently at STEELPEAK WEALTH, LLC located in Rapelje, Montana.
Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christine has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christine Marie Mueller Coley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
July 24, 2024 - Present
STEELPEAK WEALTH, LLC
May 13, 2021 - January 27, 2025
J.P. MORGAN SECURITIES LLC
May 13, 2021 - July 25, 2024
J.P. MORGAN SECURITIES LLC
February 28, 2018 - January 8, 2021
TD AMERITRADE, INC.
February 26, 2018 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - January 6, 2021
TD AMERITRADE, INC.
February 3, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
December 6, 2005 - February 26, 2018
SCOTTRADE, INC.
Primary Firm SEC Registration
STEELPEAK WEALTH, LLC
CRD#: 165168 / SEC#: 801-77132
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/24/2024)
Exams
Current Firm
STEELPEAK WEALTH, LLC
CRD#: 165168 / SEC#: 801-77132
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,369 |
| AUM (Assets Under Management) | $ 3,439,042,634 |
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.
