Christopher C. Grimont
Professional summary
Christopher Charles Grimont SR, who also goes by Christopher Charles Grimont, is a registered financial advisor currently at CGI INVESTMENT ADVISERS LLC located in Altamonte Springs, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Christopher has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Charles Grimont SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2008 - Present
CGI INVESTMENT ADVISERS LLC
Office #1: 498 Palm Springs Dr. Suite 100-10, Altamonte Springs, FL 32701November 6, 2013 - August 18, 2014
MERRIMAC CORPORATE SECURITIES, INC.
January 16, 2004 - August 18, 2014
MERRIMAC CORPORATE SECURITIES, INC.
August 29, 1997 - November 5, 2004
ALLEN DOUGLAS SECURITIES, INC.
January 3, 1997 - November 3, 1997
FAS WEALTH MANAGEMENT SERVICES, INC.
January 6, 1994 - July 25, 1996
CHARLES SCHWAB & CO., INC.
August 14, 1991 - July 9, 1992
CHATFIELD DEAN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/24/2008)
Exams
Series 8
Date: 5/12/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
CGI INVESTMENT ADVISERS LLC
CRD#: 147655 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 4,900,000 |
Red Flags
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