Christopher W. Dulgarian

GRIZZLY PEAK ASSET MANAGEMENT

Folsom, CA

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CRD#: 7788660

Professional summary

Christopher Walker Dulgarian is a registered financial advisor currently at GRIZZLY PEAK ASSET MANAGEMENT located in Folsom, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher has worked at 1 firm and has passed the Series 65 exam.

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.

Apple Inc. (Technology - not investment related) 1 Apple Park Way Cupertino, CA 95014 Product Manager (no relationship with RIA) March 2018 - present 40 hours/week (full time) Enhance functionality of physical and digital gift cards.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Walker Dulgarian'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

April 25, 2024 - Present

GRIZZLY PEAK ASSET MANAGEMENT

RIA

CRD#: 327659

Folsom, CA

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
(4/25/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/2024

Uniform Investment Adviser Law Examination

Current Firm

GRIZZLY PEAK ASSET MANAGEMENT

GRIZZLY PEAK ASSET MANAGEMENT | GRIZZLY PEAK ASSET MANAGEMENT, LLC

CRD#: 327659 / SEC#:

California

Registered Investment Advisory firm - (4/25/2024 Approved)

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Contact information

Main Address

Folsom, CA

Mailing Address

Phone number

(714) 642-0157

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher W. Dulgarian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GRIZZLY PEAK ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2024

Current Firm

GRIZZLY PEAK ASSET MANAGEMENT

Contact information

Documents

Red Flags

Company Information

GRIZZLY PEAK ASSET MANAGEMENT

TRUST BUT VERIFY

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