Christopher Tobin Kardys

Employer firm

1900 Wealth CRD 175346

$3.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → Present
  1900 Wealth Formerly Monticello Wealth Management, Llc
  San Antonio, TX
• 07/2011 → 02/2019
  Rocanda Usa Inc.
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-18

Other Names

• Chris Kardys