Marius A. Grigoriu

LEFT COAST INVESTMENT STRATEGIES LLC

Seattle, WA

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CRD#: 7448718

Professional summary

Marius Andrew Grigoriu, who also goes by Marius Grigoriu, is a registered financial advisor currently at LEFT COAST INVESTMENT STRATEGIES LLC located in Seattle, Washington.

Marius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Marius has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marius Grigoriu

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.

Mr. Grigoriu serves as a Broker at Columbia Partners Real Estate located at 8221 5th Ave NE Seattle, WA. This business is investment-related. In this position, he identifies suitable residential and investment real estate, negotiates deals, and manages transactions. He started in February 2018. He typically spends 20 hours per month in this position. He spends a minimal amount of time working in this position during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marius Andrew Grigoriu'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®

None

Experience

Current

December 1, 2021 - Present

LEFT COAST INVESTMENT STRATEGIES LLC

RIA

CRD#: 317112

Seattle, WA

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

Washington
(12/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2021

Uniform Investment Adviser Law Examination

Current Firm

LEFT COAST INVESTMENT STRATEGIES LLC

LEFT COAST | LEFT COAST INVESTMENT STRATEGIES LLC | LEFT COAST INVESTMENT STRATEGIES

CRD#: 317112 / SEC#:

Washington

Registered Investment Advisory firm - (12/1/2021 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

620 S Orcas St #80142, Seattle, WA 98108-9998

Phone number

(206) 201-1191

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 5,491,216

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.

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Marius A. Grigoriu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marius Andrew Grigoriu's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEFT COAST INVESTMENT STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2021

Current Firm

LEFT COAST INVESTMENT STRATEGIES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEFT COAST INVESTMENT STRATEGIES LLC

TRUST BUT VERIFY

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