Christian Raphael Guldin
Investment adviser representative at Morton Brown Family Wealth LLC
9 yearsExperience
1 stateRegistered in
$483.5MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Morton Brown Family Wealth, LLCDec 2025 to now
- Rsm US LLPJan 2025 to Dec 2025
- UnemployedMay 2024 to Jan 2025
- Desales UniversityAug 2020 to May 2024
- UnemployedJun 2020 to Aug 2020
- Pennridge High SchoolSep 2016 to Jun 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Morton Brown Family Wealth LLC
$483.5MAssets managed
272Clients
7Advisers
8 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
- 8201618
- Firm CRD
- 292278