Christiana Marie Dirks
Investment adviser representative at Provise Management Group, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Provise Management Group, LLCJun 2025 to now
- Morgan StanleyMay 2024 to Aug 2024
- Koss Olinger Financial GroupSep 2022 to Apr 2025
- Raymond James FinancialMay 2022 to Aug 2022
- Publix SupermarketsJan 2022 to Dec 2023
- College StudentAug 2021 to May 2025
- StudentAug 2009 to Jun 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Provise Management Group, LLC
$2BAssets managed
1,190Clients
19Advisers
38 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
- 7561282
- Firm CRD
- 105375