Christopher Roozendaal, financial advisor Mesa AZ

Christopher Roozendaal

CRD Number: 3227076
Current Firm: Tribeca Financial, LLC

Christopher Roozendaal (CRD# 3227076) is an Investment Advisor Representative working at Tribeca Financial, LLC in Mesa, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Rich Financial Group Phoenix, AZ Jan 1999 - Current 21
Tribeca Financial, LLC Mesa, AZ Jan 1999 - Current 21
Tribeca Advisors, LLC Mesa, AZ Jan 2009 - Dec 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Christopher P. Roozendaal
Phone Number: 480-553-6247
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $451,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NV, TX, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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