Christa Irwin has been an investment adviser representative at Compass Financial Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Christa Irwin’s longest registration was 1 year at Brookstone Wealth Advisors, LLC (2024–2026). Before joining Compass Financial Management in 2026, Christa Irwin was registered through Brookstone Wealth Advisors, LLC and Advisory Alpha, LLC.
- – present · under a yearSummerville, SC · Adviser representative · Firm CRD 156345
- Brookstone Wealth Advisors, LLC– · 1 yearSummerville, SC · Adviser representative · Firm CRD 137658
- Advisory Alpha, LLC– · under a yearSummerville, SC · Adviser representative · Firm CRD 158282
Investment adviser representative registrations
Christa Irwin is registered as an investment adviser representative in 2 states. The first approvals date from April 2026; the most recent is North Carolina, in July 2026.
- North CarolinaSince 2 July 2026
- South CarolinaSince 14 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7529034
- Firm
- Compass Financial Management · CRD 156345
- Office
- Summerville, SC
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Christa Irwin work?
Christa Irwin is an investment adviser representative registered through Compass Financial Management LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christa Irwin a financial advisor?
Yes. Christa Irwin has a current investment-adviser registration in North Carolina and South Carolina, through Compass Financial Management since April 2026.
How many years of experience does Christa Irwin have?
Christa Irwin has 2 years in the financial industry, since June 2024, across 3 adviser firms.
What exams has Christa Irwin passed?
Christa Irwin passed the Series 65 in March 2022.
Where did Christa Irwin work before Compass Financial Management?
Before Compass Financial Management, Christa Irwin was registered through Brookstone Wealth Advisors, LLC, November 2024 to March 2026; Advisory Alpha, LLC, June 2022 to December 2022.
Where is Christa Irwin based?
Christa Irwin’s registered office is in Summerville, SC.
Is Christa Irwin registered with FINRA?
No. Christa Irwin has no current broker registration.
How can I verify Christa Irwin’s record?
Search CRD 7529034 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christa Irwin’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member