Christopher John Keith

Employer firm

Rwa Wealth Partners CRD 156984

$19.8B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TRUSTEE AND TRUST ADMINSTRATION

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

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

Current Employers

Employment History

• 03/2011 → 12/2016
  Kobren Insight Management-An Adviser Investments Company
  Newton, MA
• 02/2012 → Present
  Rwa Wealth Partners, Llc
  Newton, MA
• 09/2023 → 11/2023
  Polaris Wealth Advisory Group
  San Rafael, CA

Previous Registrations

• 2023-09-05 → 2023-11-08
  Polaris Wealth Advisory Group
  Newton, MA
  San Rafael, CA
• 2011-03-25 → 2016-12-07
  Adviser Investments Acquisition Co Llc
  Newton, MA
• 2011-03-29 → 2012-02-28
  Adviser Investments
  Newton, MA
• 2001-10-07 → 2011-03-29
  Kobren Insight Management Inc
  Wellesley Hills, MA

Exams

• S66 Uniform Combined State Law Examination
  2000-06-01
• S63 Uniform Securities Agent State Law Examination
  1992-06-05

Other Names

• Christopher Keith