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Christopher John Keith

Investment Adviser Representative at RWA Wealth Partners

Boston, MACRD #1471810Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher John Keith is an investment adviser representative with RWA Wealth Partners in Boston, MA, where they have been registered since 2012. They have worked in the securities industry since 2001 and have been registered with 5 firms, including Polaris Wealth Advisory Group and Adviser Investments Acquisition Co LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.

Office

Prudential Tower, 800 Boylston Street
Boston, MA 02199

Advisors at this office: 41

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/1/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 6/5/1992
Series 7
General Securities Representative Examination
Passed 4/19/1986
Series 53
Municipal Securities Principal Examination
Passed 1/30/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

RWA Wealth PartnersCurrent
2/17/2012 – Boston, MA
Polaris Wealth Advisory Group
9/5/2023 – 11/8/2023Newton, MA
Adviser Investments Acquisition Co LLC
3/25/2011 – 12/7/2016Newton, MA
Adviser Investments
3/29/2011 – 2/28/2012Newton, MA
Kobren Insight Management Inc
10/7/2001 – 3/29/2011Wellesley Hills, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kobren Insight Management-an Adviser Investments Company
    Mar 2011 – Dec 2016Newton, MA
  2. RWA Wealth Partners, LLC
    Feb 2012 – no end date reportedNewton, MA
  3. Polaris Wealth Advisory Group
    Sep 2023 – Nov 2023San Rafael, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RWA Wealth Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Up to $500,0001.25%
  • Next $1,500,0001.00%
  • Next $3,000,0000.80%
  • Next $5,000,0000.60%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
73
Offices listed on AdvisorFinder:
9
Main office:
Boston, MA
SEC file number:
801-73098

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 27, 2026

View full firm profile

Other advisors at RWA Wealth Partners

Showing 12 of 73 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher John Keith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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