Christopher C. Grimont

CGI INVESTMENT ADVISERS LLC

Altamonte Springs, FL 32701

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CRD#: 2130767

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

Are you a "fiduciary"?

Yes

Aliases

Christopher Charles Grimont

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.

Mr Grimont is the MGRM and Principal of CGI Insurance Group LLC a Florida licensed insurance agency. CGI Insurance Group LLC is non investment-related. The company is located at 498 Palm Springs Dr. Suite 100-10 Altamonte Springs FL. 32701. The insurance agency was established on Sepetember 15, 2014. Mr. Grimont began as principal and owner on this date. Mr. Grimont is an insurance agent for personal lines automobile, homeowners, renters, life, health and other lines of personal insurance. Mr. Grimont is an insurance agent for commercial lines general liability, property, workers compensation, commercial automobile and other lines of commercial insurance. Mr Grimont devotes 60 hours a month of which 20 hours a month are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Grimont SR's 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

September 24, 2008 - Present

CGI INVESTMENT ADVISERS LLC

Office #1: 498 Palm Springs Dr. Suite 100-10, Altamonte Springs, FL 32701

RIA

CRD#: 147655

Altamonte Springs, FL

Past

November 6, 2013 - August 18, 2014

MERRIMAC CORPORATE SECURITIES, INC.

RIA

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

January 16, 2004 - August 18, 2014

MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

August 29, 1997 - November 5, 2004

ALLEN DOUGLAS SECURITIES, INC.

CRD#: 42410

WINTER PARK, FL

Past

January 3, 1997 - November 3, 1997

FAS WEALTH MANAGEMENT SERVICES, INC.

CRD#: 10164

SARASOTA, FL

Past

January 6, 1994 - July 25, 1996

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 14, 1991 - July 9, 1992

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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
(9/24/2008)

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 66

Date: 8/15/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/12/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CGI INVESTMENT ADVISERS LLC

CGI INVESTMENT ADVISERS | CGI INVESTMENT ADVISERS LLC

CRD#: 147655 / SEC#:

Florida

Registered Investment Advisory firm - (9/24/2008 Approved)

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Contact information

Main Address

498 Palm Springs Dr. Suite 100-10, Altamonte Springs, FL 32701

Mailing Address

Phone number

(407) 790-4857

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 4,900,000

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Christopher C. Grimont

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Grimont SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRIMAC CORPORATE SECURITIES, INC.

MERRIMAC CORPORATE SECURITIES, INC.

ALLEN DOUGLAS SECURITIES, INC.

FAS WEALTH MANAGEMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHATFIELD DEAN & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2008

Series 63

Date: 9/24/1991

Series 7

Date: 8/1/1991

Series 8

Date: 5/12/1995

Current Firm

CGI INVESTMENT ADVISERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CGI INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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