AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AK

Alaeddin Kharazmi

CIGX
MARIETTA, GA
·CRD# 2221499·34 years experience

Professional Summary

Alaeddin Kharazmi, who also goes by Alex Kharazmi, is a registered financial advisor currently at CIGX, LLC located in Marietta, Georgia. Alaeddin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Alaeddin has worked at 4 firms and has passed the Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alex Kharazmi

Blog Corner

Similar Advisors

Atlanta, GA · CRD#
View profile
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Years of Experience

34 years in the financial services industry

Current & Past Employments

CIGX, LLC·CRD# 149934
RIA
2130 Kingston Court Suite A, Marietta, GA 30067
January 24, 2013 - Present
SECURITIES MANAGEMENT & RESEARCH, INC.·CRD# 759
BD
Marietta, GA
June 1, 1995 - January 20, 2011
FIDELITY EQUITY SERVICES CORPORATION·CRD# 17455
BD
November 30, 1993 - April 4, 1995
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
April 15, 1992 - November 1, 1993

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Current Firm

CL
CIGX, LLC

AK INSURANCE | LAW OFFICE OF ERICH SCHWERD, LLC | CIGX, LLC

CRD#: 149934
Florida
Registered Investment Advisory firm - Florida (6/4/2024 Approved)
Georgia
Registered Investment Advisory firm - Georgia (8/24/2009 Approved)
Texas
Registered Investment Advisory firm - Texas (8/11/2021 Approved)

Contact Information

Main Address

3350 Riverwood Pkwy. Ste.1900, Atlanta, GA 30339

Phone Number

(770) 374-3146

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

364

AUM (Assets Under Management)

$42,000,000

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.

REAL ESTATE BROKER WITH DEPENDABLE REALTY CO.2.ALAEDDIN KHARAZMI-Y-MARIETTA GA-TERM/UNIVERSAL/HEALTH INS-BROKER-12/93 TO PRES-NO HOURS-NONE-PROVIDENT LIFE AND ACCIDENT,WESTERN SURETY,KAISER FOUNDATION HEALTH,PACIFIC LIFE AND ANNUITY,UNUM LIFE.3.AK TAX SERVICE-N-MARIETTA GA-INDIVIDUAL TAX RETURN FOR FAMILY AND LESS THAN 20 FRIENDS-FILE INCOME TAXES-1/75 TO PRES-NO HOURS-FILE FOR FRIENDS AND FAMILY ONLY, NOT PUBLIC.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.
IAR
Georgia
(1/24/2013)

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 63 — Uniform Securities Agent State Law Examination

Passed Jun 1992About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1992About the Series 6 exam

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Alaeddin Kharazmi's CRS (Customer Relationship Summary).

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
AK
Follow Alaeddin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required