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Ian Brown-christenson

CAZ Investments LP

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About Ian Brown-christenson

Ian Brown-christenson is a financial advisor who has been active in the industry since March 2016. Ian is registered with CAZ Investments LP and is licensed in Texas. Ian is a Certified Financial Planner and has passed the Series 66, Series 7TO, Series 9, Series 10, and SIE exams. Prior to joining CAZ Investments LP, Ian worked for UBS Financial Services Inc. in New York.

Firm Information

Ian Brown-christenson is currently registered with CAZ Investments LP. CAZ Investments LP is an investment advisor based in Houston, Texas. The firm offers portfolio management services to individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. They manage approximately $6.4 billion in assets for 8,044 clients. CAZ Investments LP does not participate in wrap fee programs.
CAZ Investments LP

ONE RIVERWAY

HOUSTON, TX 77056

$6.40B

Assets Under Management

Not reported

Total Clients

24

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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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ian Brown-christenson’s Registration & Firm History

TX

12/21/2021 - Present

CAZ Investments LP (HOUSTON TX)

NY

03/21/2016 - 12/16/2021

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/26/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Brown-christenson.
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