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Christian Dietrich Searcy

Pursuit Wealth Managment LLC

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About Christian Dietrich Searcy

Christian Dietrich Searcy is a financial advisor at Pursuit Wealth Management LLLP in Palm Beach Gardens, FL. Christian has been in the industry since 2002 and has experience working with individuals, corporations, and other businesses. Christian specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Christian Searcy is currently registered with Pursuit Wealth Managment LLC. Pursuit Wealth Management LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. With a focus on financial planning, pension consulting, and portfolio management, the firm serves a diverse clientele including high-net-worth individuals, corporations, and individuals. Pursuit Wealth Management LLC has $173,825,219 in regulatory assets under management and employs three licensed agents and investment advisor representatives. The firm also participates in wrap fee programs.
Pursuit Wealth Managment LLC

4500 PGA BOULEVARD

PALM BEACH GARDENS, FL 33418

$173.83M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Searcy’s Registration & Firm History

FL

08/27/2020 - Present

Pursuit Wealth Managment LLC (PALM BEACH GARDENS FL)

FL

05/31/2019 - 06/22/2020

KOVACK SECURITIES INC. (Palm Beach Gardens FL)

FL

10/15/2002 - 06/27/2019

UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 10/31/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Dietrich Searcy.
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