Unclaimed Profile

Christine Ann Keller

APEX WEALTH MANAGEMENT, LLC·BEDFORD, New Hampshire

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record22 years registeredAPEX WEALTH MANAGEMENT, LLC

1 HARDY RD, BEDFORD, NH 03110CRD# 3155446Firm CRD# 317091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christine Ann Keller · BEDFORD, NH

Registration

CRD #3155446 · APEX WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

APEX WEALTH MANAGEMENT, LLC

Jan 2024 – present

STRATEGIC ADVISERS, INC.

Jan 2012 – Jun 2012

MERRIMACK, NH

STRATEGIC ADVISERS, INC.

Feb 2004 – Sep 2005

MERRIMACK, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · February 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APEX WEALTH MANAGEMENT, LLC

CRD 317091 · SEC 801-122628

AUM

$138M

Regulatory assets under management

Employees

233 client accounts

Services offered by APEX WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APEX WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Christine Ann Keller offer?

Christine Ann Keller specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.

What are Christine Ann Keller's credentials?

Christine Ann Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christine Ann Keller located?

Christine Ann Keller is based in BEDFORD, New Hampshire, working with APEX WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.

How does Christine Ann Keller charge for services?

Christine Ann Keller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APEX WEALTH MANAGEMENT, LLC?

APEX WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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