Christian X. Baldino

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS

DUNEDIN, FL 34698

Some features on this profile are disabled

CRD#: 2995232

Professional summary

Christian Xavier Baldino is a registered financial advisor currently at FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC located in Dunedin, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christian has worked at 8 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Xavier Baldino's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 29, 2015 - Present

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

Office #1: 303 Main Street Suite L, Dunedin, FL 34698

RIA

CRD#: 226751

DUNEDIN, FL

Past

January 12, 2011 - December 31, 2013

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

MIAMI LAKES, FL

Past

August 11, 2008 - May 22, 2009

VICUS CAPITAL, INC.

RIA

CRD#: 116021

MIAMI LAKES, FL

Past

October 20, 2004 - May 29, 2009

WALNUT STREET SECURITIES, INC.

CRD#: 15840

MIAMI LAKES, FL

Past

September 24, 2004 - October 21, 2004

HIGH MARK SECURITIES, INC.

CRD#: 42467

LAKELAND, FL

Past

August 24, 2004 - September 23, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

June 4, 2003 - July 9, 2004

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

March 23, 1998 - June 6, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/29/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/16/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 3/20/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

CRD#: 226751 / SEC#:

Florida

Registered Investment Advisory firm - (10/29/2015 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7900 Oak Lane Suite 400, Miami Lakes, FL 33016

Mailing Address

Phone number

(786) 350-1017

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Andrea Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christian X. Baldino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Xavier Baldino's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

GRADIENT ADVISORS, LLC

VICUS CAPITAL, INC.

WALNUT STREET SECURITIES, INC.

HIGH MARK SECURITIES, INC.

OSAIC WEALTH, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2008

Series 6

Date: 3/20/1998

Current Firm

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors