CI
CFA
CI
CFA

Christine Ivanick

9 Years of Experience
Austin, TX
Broker

Christine Ivanick is a CFA-designated registered investment advisor, based in Austin, TX, with 9 years of industry experience.

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christine is a member of Park Bridge, LLC, which was created for a potential real estate purchase that did not materialize and has no current assets or investments. Christine spends minimal time on this family business activity.

Employment History
Current Registrations
Dimensional Fund Advisors LP
November 2018 - Present · 7 yrs 6 mos
Dfa Securities LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2016 - October 2018 · 2 yrs 4 mos
Morgan StanleyBroker
May 2016 - October 2018 · 2 yrs 5 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.