Christine Celaya (CRD# 5689694) is an Investment Advisor Representative working at Betterment in New York, NY and has over 12 years of experience in the finance industry. Christine Celaya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Betterment | New York, NY | Mar 2016 - Current | 8 |
| Extended Travel | San Antonio, TX | Jul 2015 - Mar 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Sep 2014 - Jul 2015 | < 1 |
| Bank Of America, N.a. | New York, NY | Sep 2014 - Jul 2015 | < 1 |
| Ciee | Portland, ME | Jun 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- NY
- TX
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Total Assets Under Management45,933MILLIONS
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Total Number of Accounts1,103,630ACCOUNTS
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Average Account Value$41,620
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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