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CC

Christian Canzone

MIRAMONTES CAPITAL
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 7307976
CC

Professional summary

Christian Canzone is a registered financial advisor currently at MIRAMONTES CAPITAL, LLC located in Newport Beach, California and BALANCED SECURITY PLANNING, INC. located in Newport Beach, California.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Christian has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Christian Canzone's CRS (Customer Relationship Summary).
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

March 2, 2026 - Present

MIRAMONTES CAPITAL, LLC

Office #1: 4701 Teller Ave, Newport Beach, CA 92660
RIA
CRD#: 264786
Newport Beach, CA
Current

March 2, 2026 - Present

BALANCED SECURITY PLANNING, INC.

Office #1: 4701 Teller Avenue, Newport Beach, CA 92660
BD
CRD#: 4038
Newport Beach, CA
Past

March 31, 2025 - October 7, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
YORBA LINDA, CA
Past

November 28, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BREA, CA
Past

February 24, 2022 - October 7, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BREA, 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".
MC
MIRAMONTES CAPITAL, LLC
BOYER & ASSOCIATES - STRATEGIC SOLUTIONS FOR WEALTH MANAGEMENT | VANCLEF FINANCIAL GROUP | RETIREMENT BY DESIGN | PRIMARY ADVISORS | MIRAMONTES CAPITAL, LLC | MIRAMONTES CAPITAL , LLC

CRD#: 264786 / SEC#: 801-110012

RIA
Registered Investment Advisory firm - (3/2/2017 Approved)
California
Registered Investment Advisory firm - (4/6/2017 Terminated)
Texas
Registered Investment Advisory firm - (3/7/2017 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
California
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MIRAMONTES CAPITAL, LLC
BOYER & ASSOCIATES - STRATEGIC SOLUTIONS FOR WEALTH MANAGEMENT | VANCLEF FINANCIAL GROUP | RETIREMENT BY DESIGN | PRIMARY ADVISORS | MIRAMONTES CAPITAL, LLC | MIRAMONTES CAPITAL , LLC

CRD#: 264786 / SEC#: 801-110012

RIA
Registered Investment Advisory firm - (3/2/2017 Approved)
California
Registered Investment Advisory firm - (4/6/2017 Terminated)
Texas
Registered Investment Advisory firm - (3/7/2017 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4701 Teller Ave, Newport Beach, CA 92660
Mailing Address
Phone number
+1 (800) 460-1595
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 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

ADV 2A (11/19/2025)
WRAP FEE BROCHURE (11/19/2025)

Regulatory assets under management

Total Number of Accounts1,245
AUM (Assets Under Management)$ 296,285,231

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

MIRAMONTES CAPITAL, LLC

CRD#: 264786Newport Beach, CA 92660

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