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Christie Caliva is a registered investment advisor, based in Austin, TX, with 17 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History (1)
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Customer Dispute
April 2023Settled
Other Business ActivitiesSells Insurance
Christie sells fixed insurance under the name 'Coastal Life Wealth Management' and owns Christie Caliva Inc., a pass-through entity for income from securities, investment advisory, and insurance businesses. She spends minimal time on the pass-through entity during securities trading hours.
Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
April 2015 - September 2025 · 10 yrs 5 mos
Commonwealth Financial NetworkBroker
April 2015 - September 2025 · 10 yrs 5 mos
Edward Jones
September 2008 - April 2015 · 6 yrs 7 mos
Edward JonesBroker
August 2008 - April 2015 · 6 yrs 8 mos
State Registrations8 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.