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Senior Vice President, Chief Fixed Income Strategist · CCM Investment Advisers, LLC

Christian J. Leveque

CRD 5160508 · Named on Form ADV at one SEC-registered adviser

At a glance

CCM Investment Advisers, LLC, an SEC-registered wealth manager based in Columbia, SC with $1.5 billion in regulatory assets, lists Christian J. Leveque on its Form ADV as Senior Vice President, Chief Fixed Income Strategist, a control person.

Firms and roles

  • CCM Investment Advisers, LLCSenior Vice President, Chief Fixed Income StrategistWealth manager · Columbia, SC · $1.5B in regulatory assets

AtlasMembers

Christian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Robert F. KeySenior Client Advisor, Director, CCM Investment Advisers, LLC
  • Christopher W. AntleySenior Vice President, CCM Investment Advisers, LLC
  • Michael A. BurkettChief Operating Officer, Chief Investment Officer, Director, CCM Investment Advisers, LLC
  • Amanda C. AntonovichTrustee of the Big DOG Family Preservation Trust, Member, Treasurer, Director, Trustee of the Fowler Cary Family Trust, CCM Investment Advisers, LLC
  • Carlynn E. CaryTrustee of the Big DOG Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family Trust, CCM Investment Advisers, LLC

3 more people named with Christian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.