Christian PolitoCRD 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 5 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Keel Point Capital, LLC||Vienna, VA||Sep 2015 - Current||2|
|Keel Point, LLC||Vienna, VA||Sep 2015 - Current||2|
|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|
Total Assets Under Management1,705MILLIONS
Total Number of Accounts2,525ACCOUNTS
Average Account Value$675,268
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WV
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