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Christophe J. Cadiou
PLUM STREET ADVISORS
Newton, MA 02459
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CRD#: 6333657
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Professional summary
Christophe Jean-louis Cadiou, who also goes by Christophie J Cadiou, is a registered financial advisor currently at PLUM STREET ADVISORS, LLC located in Newton, Massachusetts.
Christophe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christophe has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christophie J Cadiou
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christophe Jean-louis Cadiou'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®
NoneExperience
Current
January 11, 2024 - Present
PLUM STREET ADVISORS, LLC
Office #1: 154 Wells Avenue Suite 3, Newton, MA 02459RIA
CRD#: 283917
Newton, MA
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".
PS
PLUM STREET ADVISORS, LLC
PLUM STREET ADVISORS, LLC
CRD#: 283917 / SEC#: 801-121901
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)California
Registered Investment Advisory firm - (9/8/2021 Terminated)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)Louisiana
Registered Investment Advisory firm - (8/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Washington
Registered Investment Advisory firm - (9/9/2021 Terminated)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
California(1/11/2024)
IAR
Florida(1/24/2024)
IAR
Georgia(1/24/2024)
IAR
Louisiana(2/12/2024)
IAR
Massachusetts(1/30/2024)
Current Firm
PS
PLUM STREET ADVISORS, LLC
PLUM STREET ADVISORS, LLC
CRD#: 283917 / SEC#: 801-121901
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)California
Registered Investment Advisory firm - (9/8/2021 Terminated)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)Louisiana
Registered Investment Advisory firm - (8/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Washington
Registered Investment Advisory firm - (9/9/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Orleans, LA
Mailing Address
Phone number
(504) 517-5107
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 574 |
| AUM (Assets Under Management) | $ 359,366,449 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PLUM STREET ADVISORS, LLC
CRD#: 283917Newton, MA 02459TRUST BUT VERIFY
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