Christopher J. Egan
Professional summary
Christopher J Egan, who also goes by Christopher John Egan, Christopher Egan, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts and WILLIAM BLAIR located in Chicago, Illinois.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 1995. Christopher has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Christopher J Egan's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2023 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: One Post Office Square, Boston, MA 02109April 16, 2026 - Present
WILLIAM BLAIR
Office #1: The William Blair Building 150 North Riverside, Chicago, IL 60606May 30, 2017 - May 22, 2023
JANUS HENDERSON DISTRIBUTORS US LLC
July 16, 2013 - May 31, 2017
JANUS HENDERSON INVESTORS
June 29, 2012 - June 1, 2017
FORESIDE FUND SERVICES, LLC
September 14, 2009 - June 12, 2012
CALAMOS WEALTH MANAGEMENT LLC
September 14, 2009 - June 12, 2012
CALAMOS FINANCIAL SERVICES LLC
November 2, 2007 - August 24, 2009
TRANSAMERICA INVESTMENT MANAGEMENT, LLC
May 10, 2005 - August 24, 2009
TRANSAMERICA CAPITAL, LLC
September 4, 2001 - May 4, 2005
VOYA INVESTMENTS DISTRIBUTOR, LLC
September 15, 2000 - September 6, 2001
TRANSAMERICA CAPITAL, LLC
July 12, 1999 - September 12, 2000
VOYA INVESTMENTS DISTRIBUTOR, LLC
January 1, 1995 - July 13, 1999
INVESCO CAPITAL MARKETS, INC.
Primary Firm SEC Registration
WILLIAM BLAIR
CRD#: 1252 / SEC#: 801-688, 8-2698
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/16/2026)
(6/6/2023)
Exams
FINRA
NYSE American LLC
NYSE Texas, Inc.
Nasdaq Stock Market
New York Stock Exchange
Current Firm
WILLIAM BLAIR
CRD#: 1252 / SEC#: 801-688, 8-2698
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WBC HOLDINGS, L.P. | HOLDING COMPANY | |
| CITARDI, CISSIE | EXECUTIVE COMMITTEE, GENERAL COUNSEL | 6642613 |
| DEVORE, RYAN JACOB | EXECUTIVE COMMITTEE | 3049671 |
| GLEDHILL, BRENT WALKER | PRESIDENT, CEO | 2921069 |
| KENDALL, ROBERT DANIEL | EXECUTIVE COMMITTEE | 2765873 |
| MCLAUGHLIN, SCOTT THOMAS | EXECUTIVE COMMITTEE | 2481285 |
| RASAVONGXAY, WILLSON B | CHIEF COMPLIANCE OFFICER | 6593731 |
| SATTERFIELD, BETH A | EXECUTIVE COMMITTEE | 6011858 |
| TOLE, STEVEN ROBERT | EXECUTIVE COMMITTEE | 5885283 |
| TRIMBERGER, MICHAEL WILLIAM | EXECUTIVE COMMITTEE, CFO | 5329834 |
| ZIMMER, MATTHEW MONTGOMERY | EXECUTIVE COMMITTEE | 4157826 |
Regulatory assets under management
| Total Number of Accounts | 37,973 |
| AUM (Assets Under Management) | $ 58,329,726,421 |
Disclosures
| Regulatory Event | 29 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
