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Christopher Staub

Investment Adviser Representative at THE BALDWIN GROUP WEALTH ADVISORS, LLC

Bethesda, MDCRD #4557066Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
17 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 17 states
AlabamaDelawareDistrict of ColumbiaFloridaIndianaMarylandMassachusettsMontanaNevadaNew JerseyNew YorkPennsylvaniaSouth CarolinaTennesseeTexasVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 7/31/2002
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/24/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

THE Baldwin Group Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE BALDWIN GROUP WEALTH ADVISORS, LLCCurrent
10/14/2024Bethesda, MD
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
12/6/201310/4/2024Bethesda, MD
EAGLE STRATEGIES LLC
8/25/200412/11/2013Bethesda, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Staub has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Staub - Financial Advisor in Bethesda, MD | AdvisorFinder