Christopher Charles Grimont Sr
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Charles Grimont
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
35 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CGI INVESTMENT ADVISERS | CGI INVESTMENT ADVISERS LLC
Contact Information
Main Address
498 Palm Springs Dr. Suite 100-10, Altamonte Springs, FL 32701Phone Number
(407) 790-4857# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
19AUM (Assets Under Management)
$6,800,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed May 1995Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Charles Grimont SR's CRS (Customer Relationship Summary).
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