Christian Polito, financial advisor Fairfax VA
90 score

Christian Polito

CRD Number: 5963337
Current Firm: Keel Point, LLC

Christian Polito (CRD# 5963337) is an Investment Advisor Representative working at Keel Point, LLC in Fairfax, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Keel Point, LLC Vienna, VA Sep 2015 - Current 1
Keel Point Capital, LLC Vienna, VA Sep 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Sep 2015 < 1
Mcadam, LLC West Tyson Corner, VA Oct 2014 - Sep 2015 < 1
Ja Bentley & Co Chicago, IL Aug 2014 - Oct 2014 < 1
Mcadam Financial Group Tysons Corner, VA Sep 2012 - Oct 2014 2
Ing Financial Partners, Inc. Tysons Corner, VA Apr 2012 - Oct 2014 2
Penn State University State College, PA Aug 2008 - Apr 2012 3
Merrill Lynch Washington, DC Jun 2011 - Aug 2011 < 1
Bryce Jordan Center State College, PA Sep 2010 - Nov 2010 < 1
Kelly And Associates Insurance Group Rockville, MD Jun 2010 - Aug 2010 < 1
Neustar Inc. Sterling, VA Jun 2009 - Aug 2009 < 1
Yorktown High School Arlington, VA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Christian R. Polito
Phone Number: 256-704-0505
Firm Website: http://bluecreekip.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,428
    MILLIONS
  • Total Number of Accounts
    1,882
    ACCOUNTS
  • Average Account Value
    $758,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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