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Christopher T Blisard

SAGE CANYON ADVISORS
BOULDER, CO
·CRD# 5097785·20 years experience

Professional Summary

Christopher T Blisard is a registered financial advisor currently at SAGE CANYON ADVISORS, LLC located in Boulder, Colorado. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2006. Christopher has worked at 1 firm and has passed the Series 62, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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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 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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

SAGE CANYON ADVISORS, LLC·CRD# 139688
BD
1. Boulder, CO2. 433 Canyonside Drive, Boulder, CO 80302
August 15, 2006 - Present

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Current Firm

SC
SAGE CANYON ADVISORS, LLC

SAGE CANYON ADVISORS, LLC

CRD#: 139688 / SEC#: 8-67238
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

433 Canyonside Drive, Boulder, CO 80302

Mailing Address

433 Canyonside Drive, Boulder, CO 80302

Phone Number

(303) 931-7767

Established

Colorado since 09/26/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MONIZ, MICHAEL JCEO5097236
BLISARD, CHRISTOPHER TCOO5097785
OLIVO, PETER-CHRISTIANCLO, CCO, CFO, FINOP5100655

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(8/25/2006)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 62 — Corporate Securities Limited Representative Examination

Passed Jan 2023

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2006About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christopher T Blisard's CRS (Customer Relationship Summary).

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