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Christopher Michael Staub

THE BALDWIN GROUP WEALTH ADVISORS, LLC·TAMPA, Florida
SIE, Series 6, Series 63, Series 65, Series 99TOClean record21 years registeredTHE BALDWIN GROUP WEALTH ADVISORS, LLC
4211 W. BOY SCOUT BLVD., TAMPA, FL 33607CRD# 4557066Firm CRD# 312284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Michael Staub · TAMPA, FL
Registration
CRD #4557066 · THE BALDWIN GROUP WEALTH ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

THE BALDWIN GROUP WEALTH ADVISORS, LLC
Oct 2024 – present
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
Dec 2013 – Oct 2024
BETHESDA, MD
EAGLE STRATEGIES LLC
Aug 2004 – Dec 2013
BETHESDA, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Series 99TO
Registration record
First registered · August 25, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD 312284 · SEC 801-120404
AUM
$4.8B
Regulatory assets under management
Employees
42
1,915 client accounts
Services offered by THE BALDWIN GROUP WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at THE BALDWIN GROUP WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Christopher Michael Staub offer?
Christopher Michael Staub specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Christopher Michael Staub's credentials?
Christopher Michael Staub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Michael Staub located?
Christopher Michael Staub is based in TAMPA, Florida, working with THE BALDWIN GROUP WEALTH ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Christopher Michael Staub charge for services?
Christopher Michael Staub's firm is compensated through percentage of aum, hourly charges, subscription fees, other: value of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE BALDWIN GROUP WEALTH ADVISORS, LLC?
THE BALDWIN GROUP WEALTH ADVISORS, LLC has approximately 42 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Darin Lee Gibson
TAMPA, FL

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