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AK

Alaeddin Kharazmi

CIGX
MARIETTA, GA 30067
Some features on this profile are disabled
CRD#: 2221499
AK

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.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alex Kharazmi

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alaeddin Kharazmi'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

January 24, 2013 - Present

CIGX, LLC

Office #1: 2130 Kingston Court Suite A, Marietta, GA 30067
RIA
CRD#: 149934
MARIETTA, GA
Past

June 1, 1995 - January 20, 2011

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
MARIETTA, GA
Past

November 30, 1993 - April 4, 1995

FIDELITY EQUITY SERVICES CORPORATION

BD
CRD#: 17455
Past

April 15, 1992 - November 1, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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
Georgia
(1/24/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 6/11/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


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

CRD#: 149934 / SEC#:

Florida
Registered Investment Advisory firm - (6/4/2024 Approved)
Georgia
Registered Investment Advisory firm - (8/24/2009 Approved)
Texas
Registered Investment Advisory firm - (8/11/2021 Approved)
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Contact information


Main Address
3350 Riverwood Pkwy. Ste.1900, Atlanta, GA 30339
Mailing Address
Phone number
(770) 374-3146
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts350
AUM (Assets Under Management)$ 36,500,000

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.

Company Information


CIGX, LLC

CRD#: 149934Marietta, GA 30067

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