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CG

Christopher R. Grant

Some features on this profile are disabled
CRD#: 5573422
CG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher R Grant, CIMA® was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2008. Christopher had worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 6, Series 3 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Past

March 5, 2018 - February 19, 2026

WASATCH ADVISORS LP

RIA
CRD#: 106081
Salt Lake City, UT
Past

October 13, 2017 - February 18, 2026

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
SALT LAKE CITY, UT
Past

November 9, 2015 - September 11, 2017

CAIS CAPITAL LLC

BD
CRD#: 154512
Beverly Hills, CA
Past

January 27, 2015 - November 19, 2015

LOCORR DISTRIBUTORS, LLC

BD
CRD#: 41782
EXCELSIOR, MN
Past

April 6, 2009 - September 15, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

April 6, 2009 - September 15, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

October 30, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COSTA MESA, CA
Past

October 2, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COSTA MESA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WASATCH ADVISORS LP
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS

CRD#: 106081 / SEC#: 801-11095

RIA
Registered Investment Advisory firm - (10/23/1975 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 10/19/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/3/2014
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 1/23/2012
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 3/11/2016
NFA Branch Manager Examination

Current Firm

WA
WASATCH ADVISORS LP
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS

CRD#: 106081 / SEC#: 801-11095

RIA
Registered Investment Advisory firm - (10/23/1975 Approved)
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Contact information

Main Address
505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
Mailing Address
Phone number
(801) 533-0777
Established
Firm type
Fiscal year end
# of Employees
96

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts244
AUM (Assets Under Management)$ 27,916,763,225

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

WASATCH ADVISORS LP

CRD#: 106081

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