Christian
Searcy
Pursuit Wealth Managment LLC
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About this Advisor
Christian Searcy is a certified financial planner based out of Palm Beach Gardens, Florida with 3 years of industry experience. Searcy is currently employed by Pursuit Wealth Managment LLC. Over the course of their career, Searcy has held roles at Pursuit Consulting, LLC, Pursuit Wealth Management Lllp, Kovack Advisors, Inc, Ubs Financial Services Inc and Kovack Securities, Inc. Searcy maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Pursuit Wealth Managment LLC is an advisory business based in Palm Beach Gardens, FL. It administers $146 million in assets under management across its 225 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 225 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. Pursuit Wealth Managment LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically are based on which services are provided. However, fee types charged by Pursuit Wealth Managment LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pursuit Wealth Managment LLC Brokerage Details
$145,940,408
4
225
$648,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christian Searcy Work History
Christian has been registered as a financial advisor for 3 years.*
Pursuit Consulting, LLC
Pursuit Wealth Management Lllp
Kovack Advisors, Inc
Kovack Securities, Inc
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christian Searcy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pursuit Wealth Managment LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
