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Christopher John Keith

RWA Wealth Partners

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About Christopher John Keith

Christopher Keith is an Investment Advisor Representative at RWA Wealth Partners. Christopher has been in the industry since 1986. Christopher is registered with the state of Massachusetts and has passed the Series 7, 63 and 66 exams. Christopher has also passed the Series 53 Municipal Securities Principal Examination. Christopher's previous employers include E*TRADE Securities LLC, Kobren Insight Brokerage, Inc, Robertson Stephens, Inc., Donaldson, Lufkin & Jenrette Securities Corporation and Dean Witter Reynolds Inc.

Firm Information

Christopher Keith is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

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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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.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

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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percentage of assets

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

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other

Model provider fee

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Christopher Keith’s Registration & Firm History

MA

02/22/2012 - Present

RWA Wealth Partners (NEWTON MA)

MA

11/02/2005 - 03/23/2011

E*TRADE SECURITIES LLC (WELLESLEY MA)

MA

07/31/2001 - 11/11/2005

KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)

CA

02/22/2000 - 05/09/2001

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

NJ

01/01/1990 - 12/22/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

04/23/1986 - 12/21/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John Keith.
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