Christie Frances Rose
Investment adviser representative at Guardian Partners Inc.
18 yearsExperience
1 stateRegistered in
CFADesignation
$3.3BFirm 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.
- Portfolio management
Experience
18 years in the industry.
- Guardian Partners Inc.Jan 2025 to now
- Guardian Capital Advisors LPApr 2008 to Dec 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guardian Partners Inc.
$3.3BAssets managed
3,051Clients
6Advisers
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
- 6147420
- Firm CRD
- 324189