CZ
CZ
Christopher Zook
24 Years of Experience
3 Disclosures
Christopher Zook is a registered investment advisor at Caz Investments Registered Adviser LLC, based in Houston, TX, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$179.9M
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Location
One Riverway, Suite 2000, Houston, TX, 77056
Get directionsHistory
Regulatory History (3)
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Customer Dispute
January 2003Denied
Customer Dispute
February 2001Closed-No Action
Customer Dispute
August 1993Settled
Employment History
Current Registrations
Caz Investments Registered Adviser LLC
November 2023 - Present · 2 yrs 5 mos
Caz Investments L.P.
August 2001 - Present · 24 yrs 8 mos
Previous Registrations
Inroads Capital Management LLC
January 2010 - October 2011 · 1 yr 9 mos
Caz/inroads Group, L.L.C.
July 2008 - December 2010 · 2 yrs 5 mos
State Registrations1 state
TX
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.