Christopher Robert Maggi
Investment adviser representative at Maggi Investment Services, LLC
23 yearsExperience
2 statesRegistered in
$154MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Maggi Holdco 1, Inc.Jan 2026 to now
- Maggi Holdco 2, Inc.Jan 2026 to now
- Maggi Intermediate, LLCJan 2026 to now
- Meraki Intermediate Holdings, LLCJan 2026 to now
- College Funding of Tampa BayAug 2021 to now
- Maggi Investment Services, LLCFeb 2011 to now
- Maggi Tax Advisory Group, IncNov 2003 to now
- Artex Risk Solutions, Inc.Apr 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Maggi Investment Services, LLC
$154MAssets managed
515Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4628588
- Firm CRD
- 156856