CG
CG

Christopher Grimont

17 Years of Experience
Altamonte Springs, FL
Sells Insurance

Christopher Grimont is a registered investment advisor at Cgi Investment Advisers LLC, based in Altamonte Springs, FL, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 24 clients with $4.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.9M
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Location

498 Palm Springs Dr. Suite 100-10, Altamonte Springs, FL, 32701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is the manager and principal of CGI Insurance Group LLC, a Florida licensed insurance agency established in 2014. He is an insurance agent for both personal and commercial lines, dedicating about 10-20% of his time, with some of that time during securities trading hours.

Employment History
Current Registrations
Cgi Investment Advisers LLC
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Merrimac Asset Management
November 2013 - August 2014 · 9 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.