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Christian John Leveque

Ccm Investment Advisers, LLC

Columbia, SC

CRD 5160508

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Employer firm

Ccm Investment Advisers, LLC CRD 105743

$1.55B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Ccm Investment Advisers, Llc

1201 Main Street Suite 1910, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-08-11
  • SC RA
    APPROVED
    Since 2023-08-11

Branch Locations

1201 Main Street Suite 1910, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Payden & Rygel Los Angeles CA 08/2016 02/2023
Ccm Investment Advisers, Llc. Columbia SC 03/2023 Present
Previous Registrations
  • 2012-04-24 → 2013-07-02
    Raymond James & Associates, Inc.
    St. Petersburg, FL
    Atlanta, GA
    Memphis, TN
  • 2009-01-21 → 2013-03-14
    Morgan Keegan & Company, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-11
S66 Uniform Combined State Law Examination 2009-01-14
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11
  • S66 Uniform Combined State Law Examination
    2009-01-14

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

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