GUARDIAN WEALTH ADVISORS, LLC

GUARDIAN WEALTH ADVISORS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 305412). Regulatory assets under management: $2.7B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (16)

NameRoleLocation
Christian David KeedyMANAGING PARTNER; CCO
Michael Jay HensleyMANAGING PARTNER
Gregory Thompson RhinehardtPARTNER
Marissa Leigh PrattPARTNER; COO
David Todd MisenheimerMANAGING PARTNER
Russell Brenton SmithPARTNER
Ervin Randolph MillwoodPARTNER
Madeleine Carlson FreedlandPARTNER
MISENHEIMER DAVID TODDMANAGING PARTNER
SMITH RUSSELL BRENTONPARTNER
HENSLEY MICHAEL JAYMANAGING PARTNER
KEEDY CHRISTIAN DAVIDMANAGING PARTNER; CCO
RHINEHARDT GREGORY THOMPSONPARTNER
PRATT MARISSA LEIGHCOO; PARTNER; COO
MILLWOOD ERVIN RANDOLPHPARTNER
FREEDLAND MADELEINE CARLSONPARTNER

Disclosures (4)

InitiatedTypeAllegationsStatusAmount
regulatory

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