Unclaimed Profile

Christopher Michael Lagudis

SARGENT BICKHAM LAGUDIS, LLC·BOULDER, Colorado

Series 7, Series 24, Series 63, Series 65Clean record12 years registeredSARGENT BICKHAM LAGUDIS, LLC

4840 PEARL EAST CIRCLE, BOULDER, CO 80301CRD# 1023031Firm CRD# 113216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Michael Lagudis · BOULDER, CO

Registration

CRD #1023031 · SARGENT BICKHAM LAGUDIS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SARGENT BICKHAM LAGUDIS, LLC

LIDO

Apr 2023 – Mar 2026

DENVER, CO

COLORADO FINANCIAL MANAGEMENT LLC

Aug 2013 – Apr 2023

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 26, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SARGENT BICKHAM LAGUDIS, LLC

CRD 113216 · SEC 801-56204

AUM

$2.0B

Regulatory assets under management

Employees

2,985 client accounts

Services offered by SARGENT BICKHAM LAGUDIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SARGENT BICKHAM LAGUDIS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Michael Lagudis offer?

Christopher Michael Lagudis specializes in Financial Planning, Investment Management, Wealth Management.

What are Christopher Michael Lagudis's credentials?

Christopher Michael Lagudis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Michael Lagudis located?

Christopher Michael Lagudis is based in BOULDER, Colorado, last registered with SARGENT BICKHAM LAGUDIS, LLC.

How does Christopher Michael Lagudis charge for services?

Christopher Michael Lagudis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SARGENT BICKHAM LAGUDIS, LLC?

SARGENT BICKHAM LAGUDIS, LLC has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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