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Christina Sharkey

Investment adviser representative at Investment Partners Asset Management
15 yearsExperience
1 stateRegistered in
$333.4MFirm assets
23 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Investment Partners Asset ManagementJul 2024 to now
  2. Christina Sharkey Cpa. Ea / Calico Cpa LLCOct 2018 to now
  3. Mandel Feketi & Bloom CpasSep 2017 to Oct 2018
  4. Robert HalfJul 2016 to Sep 2017
  5. IntuitNov 2011 to Apr 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Investment Partners Asset Management

$333.4MAssets managed
257Clients
8Advisers
23 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
7954817
Firm CRD
121812
Advisor's SEC record (opens in a new tab)
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