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Christina Sharkey

Investment Partners Asset Management

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About Christina Sharkey

Christina Sharkey is a registered investment advisor representative with Investment Partners Asset Management. Christina is actively involved in the industry and has a Series 65 license. Christina holds a specialization in providing financial planning services to individuals, corporations, charitable organizations, pension plans, and other investment advisors. Christina has experience with a variety of investment products and strategies and is committed to helping her clients achieve their financial goals.

Firm Information

Christina Sharkey is currently registered with Investment Partners Asset Management. Investment Partners Asset Management is an investment advisor registered with the SEC and located in Metuchen, NJ. They provide financial planning, portfolio management for businesses and individuals, and selection of other advisors. With over $263 million in regulatory assets under management, Investment Partners serves a range of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Investment Partners Asset Management

10 STATION PLACE

METUCHEN, NJ 08840

$263.77M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

See schedule d - miscellaneous

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Christina Sharkey’s Registration & Firm History

NJ

07/15/2024 - Present

Investment Partners Asset Management (METUCHEN NJ)

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Licenses & Designations

IA

Issued 05/28/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Sharkey.
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