TrueAdvisor
TrueAdvisor
CG
CG

Christopher Steven Gautier

Cx Institutional, LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Cx Institutional, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$500

Location

220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cx Institutional, LLC
September 2024 - Present · 1 yr 5 mos
American Beacon Advisors, INC.
February 2018 - Present · 8 yrs
Previous Registrations
Resolute Investment Distributors, INC.Broker
February 2018 - August 2024 · 6 yrs 6 mos
Foreside Fund Services, LLCBroker
February 2018 - February 2018 · 0 mos
Highland Capital Funds Distributor, INC.Broker
September 2016 - January 2018 · 1 yr 4 mos
Strategic Advisers, INC.
March 2016 - October 2016 · 7 mos
Fidelity Brokerage Services LLCBroker
July 2015 - October 2016 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.