Christopher D Guzman
Investment adviser representative at Hub Investment Partners, LLC
11 yearsExperience
2 statesRegistered in
$11.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Hub Investment Partners, LLCSep 2025 to now
- Ameriprise Financial Services, LLCAug 2020 to Sep 2025
- UnemployedApr 2020 to Aug 2020
- Wells Fargo Advisors Financial Network, LLCMar 2019 to Mar 2020
- Bank of America, N.A.Jul 2017 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Mar 2019
- Morgan Stanley Private Bank, National AssociationDec 2015 to Apr 2017
- Morgan StanleyNov 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn 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
- 6373020
- Firm CRD
- 307956