DAVID CHRISTIAN
WhatsApp: +1 231 373 9827
Email: david.christian@xtrade-fx.com
BrokerCheck byFINRA
Investment Adviser & Broker
CRD#: 7784
David Christian is an Investment Adviser (IA) and Broker (B) with over 13 years of experience
in investment and wealth management.
He is currently registered with
Fidelity Brokerage Services LLC and
Strategic Advisers LLC.

He provides personalized investment guidance to clients across multiple U.S. states, leveraging extensive experience in financial planning, portfolio management, and capital preservation.
  • 13 years
    13 years experience
  • 152 investors
    investors enrolled in programs
  • 41 State Licenses
    licensed across 41 U.S. states
In investing, what is comfortable is rarely profitable.
Comprehensive investment advisory services tailored to individual financial goals, risk tolerance, and long-term objectives.

Key Offerings:
  • Personalized Investment Strategies – custom portfolios based on client objectives
  • Active & Long-Term Portfolio Management – disciplined monitoring and adjustments
  • Capital Preservation & Risk Management – protecting wealth during market fluctuations
  • Tactical Asset Allocation & Rebalancing – optimizing portfolio performance
  • Access to U.S. & International Markets – diversified investment opportunities
  • Support for Active & Day Trading Strategies – for clients interested in frequent trading
  • Transparent Reporting & Ongoing Client Support – regular performance updates and consultations

Consultation Options:
  1. One-Time Consultation – portfolio review, strategy outline, and tailored recommendations
  2. Advisory Support – continuous strategic updates, market monitoring, and regular consultations
  3. Private Mandate / Family Office – full investment management, access to exclusive instruments, and long-term capital strategy
The stock market is filled with individuals who know the price of everything, but the value of nothing
Specialized advisory solutions for companies, funds, and financial departments seeking to optimize capital allocation, manage risk, and achieve long-term financial objectives.

Key Offerings:
  • Institutional Portfolio Structuring & Management – designing and overseeing investment portfolios
  • Asset Allocation & Risk Assessment – evaluating and balancing financial exposure
  • Liquidity Planning & Optimization – managing cash flow and capital efficiency
  • Market Entry Strategies (U.S. & EU) – guidance for expanding investments across markets
  • Support for External Investment Desks – providing expert analysis and strategic recommendations
  • Long-Term Capital Planning – helping organizations plan for growth and sustainability
  • Discreet Strategic Advisory for Executives – confidential guidance for high-level decisions
Convenient time
Please contact me to arrange a specific time within these hours.
Available
Monday to Friday,
2 p.m. – 10 p.m. EST.

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