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CS

Christina Sharkey

INVESTMENT PARTNERS ASSET MANAGEMENT
Metuchen, NJ 08840
Some features on this profile are disabled
CRD#: 7954817
CS

Professional summary

Christina Sharkey is a registered financial advisor currently at INVESTMENT PARTNERS ASSET MANAGEMENT located in Metuchen, New Jersey.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christina has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Christina Sharkey CPA, EA / Calico CPA LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Sharkey'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

July 15, 2024 - Present

INVESTMENT PARTNERS ASSET MANAGEMENT

Office #1: 10 Station Place, Metuchen, NJ 08840
RIA
CRD#: 121812
Metuchen, NJ

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".
IP
INVESTMENT PARTNERS ASSET MANAGEMENT
INVESTMENT PARTNERS ASSET MANAGEMENT

CRD#: 121812 / SEC#: 801-61906

RIA
Registered Investment Advisory firm - (3/28/2003 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
New Jersey
(7/15/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2024
Uniform Investment Adviser Law Examination

Current Firm

IP
INVESTMENT PARTNERS ASSET MANAGEMENT
INVESTMENT PARTNERS ASSET MANAGEMENT

CRD#: 121812 / SEC#: 801-61906

RIA
Registered Investment Advisory firm - (3/28/2003 Approved)
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Contact information

Main Address
10 Station Place, Metuchen, NJ 08840
Mailing Address
Phone number
(732) 205-0391
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FEBRUARY 2025 (2/9/2025)

Regulatory assets under management

Total Number of Accounts535
AUM (Assets Under Management)$ 263,774,183

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.

Company Information

INVESTMENT PARTNERS ASSET MANAGEMENT

CRD#: 121812Metuchen, NJ 08840

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