CG
CG

Christopher R Grant

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
244 clients
Average Client Portfolio
$114.4M average
Assets Under Management
$27.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher works as a Regional VP and Investment Advisor at Wasatch Advisors LP since 2017. This is a full-time commitment, with a significant portion of his time dedicated to trading activities.

Employment History
Current Registrations
Wasatch Advisors LP
March 2018 - Present · 7 yrs 11 mos
Alps Distributors, INC.Broker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Cais Capital LLCBroker
November 2015 - September 2017 · 1 yr 10 mos
Locorr Distributors, LLCBroker
January 2015 - November 2015 · 10 mos
Wells Fargo Advisors, LLC
April 2009 - September 2011 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
April 2009 - September 2011 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - February 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - February 2009 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.