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CS

Christopher M. Staub

THE BALDWIN GROUP WEALTH ADVISORS
Bethesda, MD 20817
Some features on this profile are disabled
CRD#: 4557066
CS

Professional summary

Christopher Michael Staub, AIF®, who also goes by Christopher M Staub, Christopher Michael Staub, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Bethesda, Maryland.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher M Staub | Christopher Michael Staub

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 Christopher Michael Staub's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

October 14, 2024 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 6720-b Rockledge Drive Suite 400, Bethesda, MD 20817
RIA
CRD#: 312284
Bethesda, MD
Past

January 8, 2014 - February 2, 2026

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
BETHESDA, MD
Past

December 6, 2013 - October 4, 2024

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 169727
BETHESDA, MD
Past

August 25, 2004 - December 11, 2013

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
BETHESDA, MA
Past

July 25, 2002 - December 11, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)

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
District of Columbia
(7/3/2025)
IAR
Maryland
(10/14/2024)
IAR
Virginia
(10/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/12/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/24/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)
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Contact information

Main Address
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607
Mailing Address
Phone number
(813) 934-2743
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts2,356
AUM (Assets Under Management)$ 21,043,141,324

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.

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

CRD#: 312284Bethesda, MD 20817

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