Caleb L. Christian
GRANITE HARBOR ADVISORS
Houston, TX 77064
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CRD#: 6587517
Professional summary
Caleb Luke Christian, CFP®, who also goes by Caleb Luke Christian, is a registered financial advisor currently at GRANITE HARBOR ADVISORS, INC. located in Houston, Texas.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Caleb has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Caleb Luke Christian
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.
1. MAY EARN COMMISSIONS FROM GRANITE HARBOR ADVISORS, INC.'S AFFILIATE GRANITE HARBOR GROUP FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 50% OWNER, WINTER HOPE LLC, 216 W CHRISTINE MANOR DR, MONTGOMERY, TEXAS, 77316, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 5/9/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, N/A - PAYOFF THE CREDIT CARD TO ALLOW THE TEAM AT SCALING GROUP TO ACQUIRE GOODS AND ITEMS BASED ON WHATEVER THE MARKET TREND IS FOR ONLINE PURCHASES. 3. 50% OWNER, AUTUMN GRACE LLC, 216 W CHRISTINE MANOR DR, MONTGOMERY, TEXAS, 77316, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 5/10/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INITIAL: $20K OF FUNDS TO OPEN THE STORE, ESTABLISH LLC AND BANK ACCOUNT/BUSINESS-SPECIFIC CREDIT CARD AND GRANT ACCESS TO THE SCALING GROUP TEAM. ONGOING: PAY OFF CREDIT CARD AS FUNDS ARRIVE FROM SALE OF PRODUCT/GOODS. 4. GIBBY'S CAPITAL INVESTMENTS LLC; INVESTMENT-RELATED; REMOTE; MULTI-FAMILY ACQUISITIONS AND OPERATIONS; ASSISTANT/CONSULTANT/MENTEE; 04/15/2022 START DATE; 10 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; LEARNING THE INS-AND-OUTS OF HOW TO ACQUIRE AND MANAGE MULTI-FAMILY PROPERTIES. ONE "TEAM CALL" EACH WEEK AND LOOKING OVER PROPERTY DEALS AND STRUCTURE ON THE WEEKENDS AND EVENINGS. 5. LEGACY PREPATORY CHRISTIAN ACADEMY; NOT INVESTMENT-RELATED; 9768 RESEARCH FOREST, THE WOODLANDS, TX; 77354, UNITED STATES; ATHLETICS; ASSISTANT FOOTBALL COACH; 08/01.2023; APPROX 8 HOURS PER WEEK; APPROX 2 HOURS PER WEEK DURING SECURITIES TRADING HOURS; AFTER-SCHOOL PRACTICE 2 DAYS/WEEK, HELP WITH THE GAMES ON FRIDAY EVENINGS. 6. RESTORATION CHURCH WOODFOREST; NOT INVESTMENT-RELATED; 107 FISH CREEK THOROUGHFARE, MONTGOMERY, TX 77316, UNITED STATES; MINISTRY; LIFE GROUP LEADER; 01/01/2024; APPROX 4 HOURS PER WEEK; 0 HOURS DURING SECURITIES TRADING HOURS; MEETING WITH LIFE GROUP LEADERS FROM OUR CHURCH/CURRICULUM AND RELATIONSHIP ASSISTANCE.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Luke Christian'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®
CFP®
Start date: 2023
Experience
Current
October 4, 2022 - Present
GRANITE HARBOR ADVISORS, INC.
Office #1: 10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064RIA
CRD#: 179523
Houston, TX
Past
March 22, 2016 - September 12, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
THE WOODLANDS, TX
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".
GH
GRANITE HARBOR ADVISORS, INC.
GRANITE HARBOR ADVISORS, INC.
CRD#: 179523 / SEC#: 801-110558
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)Texas
Registered Investment Advisory firm - (6/6/2017 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
Texas(10/4/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
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GRANITE HARBOR ADVISORS, INC.
GRANITE HARBOR ADVISORS, INC.
CRD#: 179523 / SEC#: 801-110558
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)Texas
Registered Investment Advisory firm - (6/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064
Mailing Address
Phone number
(832) 461-0789
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 957 |
| AUM (Assets Under Management) | $ 561,382,077 |
Red Flags
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