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Christopher Blythe

CIGX
Clermont, FL
·CRD# 7688036·4 years experience

Professional Summary

Christopher Blythe is a registered financial advisor currently at CIGX, LLC located in Clermont, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

CIGX, LLC·CRD# 149934
RIA
3312 Callerton Rd, Clermont, FL 34714
March 9, 2023 - Present

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Current Firm

CL
CIGX, LLC

AK INSURANCE | LAW OFFICE OF ERICH SCHWERD, LLC | CIGX, LLC

CRD#: 149934
Florida
Registered Investment Advisory firm - Florida (6/4/2024 Approved)
Georgia
Registered Investment Advisory firm - Georgia (8/24/2009 Approved)
Texas
Registered Investment Advisory firm - Texas (8/11/2021 Approved)

Contact Information

Main Address

3350 Riverwood Pkwy. Ste.1900, Atlanta, GA 30339

Phone Number

(770) 374-3146

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

364

AUM (Assets Under Management)

$42,000,000

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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.

MOR3 LLC is a business consulting firm founded in 2019. The business is not investment related. The address is 3312 Callerton Rd, Clermont, FL 34714. Christopher Blythe is President and CEO. The business assists clients managing and maximizing operational efficiency. Christopher spends less than 10 hours per month on this activity.

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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.
IAR
Florida
(8/28/2024)
IAR
Georgia
(3/21/2023)
IAR
Texas
(3/9/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2023About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Blythe's CRS (Customer Relationship Summary).

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