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Christina Sim Keddie

ROUNDVIEW CAPITAL, LLC·PRINCETON, New Jersey
Unclaimed Profile
182 NASSAU STREET, PRINCETON, NJ 08542-7000CRD# 7708983Firm CRD# 148083
01

About

Christina Sim Keddie is a registered financial advisor based in PRINCETON, New Jersey, affiliated with ROUNDVIEW CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC
AUM
$1.4B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ROUNDVIEW CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7708983
Firm CRD# 148083
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christina Sim Keddie offer?
Christina Sim Keddie specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are Christina Sim Keddie's credentials?
Christina Sim Keddie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Sim Keddie located?
Christina Sim Keddie is based in PRINCETON, New Jersey, working with ROUNDVIEW CAPITAL, LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Christina Sim Keddie charge for services?
Christina Sim Keddie'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 ROUNDVIEW CAPITAL, LLC?
ROUNDVIEW CAPITAL, LLC has approximately 12 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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