Christopher Daniel Gee
Investment adviser representative at Rbg Capital LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Arkadios CapitalNov 2023 to now
- Arkadios Wealth AdvisorsNov 2023 to now
- Rbg Capital LLCOct 2010 to now
- Triad Advisors, IncNov 2011 to Oct 2023
- R. B. Gold & AssociatesOct 2011 to Dec 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Rbg Capital LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5992922
- Firm CRD
- 343318