Kristie Lee Guadiano

Employer firm

Vertrix Wealth Management, LLC CRD 339547

$343M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2014 → 06/2018
  Polaris Greystone Financial Group, Llc
  Troy, MI
• 06/2018 → 07/2020
  Polaris Greystone Financial Group, Llc
  Troy, MI
• 07/2020 → 01/2026
  Greystone Financial Group, Llc
  Bloomfield Hills, MI
• 04/2014 → 07/2020
  Polaris Greystone Advisory Group, Llc
  Bloomfield Hills, MI
• 01/2026 → Present
  Vertrix Wealth Management, Llc
  Troy, MI

Previous Registrations

• 2020-09-17 → 2026-01-21
  Greystone Financial Group, Llc
  Troy, MI
  Bloomfield Hills, MI
• 2020-09-17 → 2021-02-05
  Polaris Greystone Advisory Group, Llc
  Troy, MI
  Bloomfield Hills, MI
• 2017-02-24 → 2020-09-09
  Polaris Greystone Advisory Group, Llc
  Troy, MI
• 2015-12-03 → 2020-08-06
  Polaris Wealth Advisory Group
  Troy, MI
• 2014-12-10 → 2016-12-31
  Polaris Greystone Advisory Group, Llc
  Troy, MI
• 2014-04-29 → 2015-12-31
  Greystone Financial Group, Inc.
  Troy, MI

Other Businesses

(1) Name: Sentinel Group; Inv-Rel: Yes; Address: 100 Quannapowitt Parkway, P.O. Box 4010, Wakefield, MA 01880; Nature: Advisory Partner Board; Position: Board Member; Title: Board Member; Start: 06/01/2025; Hrs/Mo: 3-4; Hrs/SecTrd: 3-4

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-24
• S63 Uniform Securities Agent State Law Examination
  2006-10-25

Other Names

• Kristie Lee Keenan
• Kristie Lee Guadiano
• Kristie Keenan