Karim Armand

COLBERT INVESTMENT MANAGEMENT CO

MIAMI, FL 33131

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CRD#: 1387270

Professional summary

Karim Armand is a registered financial advisor currently at COLBERT INVESTMENT MANAGEMENT CO located in Miami, Florida.

Karim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Karim has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 3 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ATLAS CONTRUCTION S.A., PRIVATELY-HELD SMALL BUSINESS INVOLVED PRIMARLY IN CONCRETE BEAM MANUFACTURING(NOT INVESTMENT RELATED); PORT-AU-PRINCE, HAITI; DIRECTOR & MINORITY SHAREHOLDER; SINCE 1997; 1 HOUR PER MONTH. GIVE GENERAL BUSINESS ADVICE AS MEMBER OF BOARD OF DIRECTORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karim Armand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2003 - Present

COLBERT INVESTMENT MANAGEMENT CO

Office #1: 100 Brickell Avenue Suite 2000, Miami, FL 33131

RIA

CRD#: 108642

MIAMI, FL

Past

December 4, 1992 - September 12, 1997

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

October 18, 1986 - December 7, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 2, 1985 - August 20, 1985

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLBERT INVESTMENT MANAGEMENT CO

COLBERT INVESTMENT MANAGEMENT | COLBERT INVESTMENT MANAGEMENT CO

CRD#: 108642 / SEC#: 801-54716

RIA

Registered Investment Advisory firm - (7/21/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/1/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/5/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 7/19/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COLBERT INVESTMENT MANAGEMENT CO

COLBERT INVESTMENT MANAGEMENT | COLBERT INVESTMENT MANAGEMENT CO

CRD#: 108642 / SEC#: 801-54716

RIA

Registered Investment Advisory firm - (7/21/1997 Approved)

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Contact information

Main Address

3520 Mary Street Suite 202, Miami, FL 33133

Mailing Address

Phone number

(305) 416-9996

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLBERT INVESTMENT MGMT FORM ADV PART 2A BROCHURE MARCH 17, 2025 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 191,541,556

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Karim Armand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karim Armand's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASE INVESTMENT SERVICES CORP.

PRUDENTIAL EQUITY GROUP, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COLBERT INVESTMENT MANAGEMENT CO

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/1997

Series 63

Date: 7/26/1985

Series 7

Date: 11/15/1986

Series 3

Date: 9/5/1986

Series 6

Date: 7/19/1985

Current Firm

COLBERT INVESTMENT MANAGEMENT CO

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLBERT INVESTMENT MANAGEMENT CO

TRUST BUT VERIFY

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