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Christopher Batastini

22 Years of Experience
Malvern, PA
Broker

Christopher Batastini is a registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2210 advisors
IM Fee
Planning only
Assets Under Management
$300.4B

Fee Structure

Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:

  • New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
  • Legacy Model:
    • $250 for participants with $50,000 to $500,000 in total Vanguard assets.
    • $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
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Location

100 Vanguard Blvd, Malvern, PA, 19355

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is an employee of The Vanguard Group, Inc.

Employment History
Current Registrations
Vanguard Advisers, INC.
August 2021 - Present · 4 yrs 11 mos
Vanguard Marketing CorporationBroker
August 2021 - Present · 4 yrs 11 mos
Vanguard Marketing Corporation
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Prudential Financial Planning Services
December 2013 - July 2021 · 7 yrs 7 mos
Pruco Securities, LLC.Broker
November 2013 - July 2021 · 7 yrs 8 mos
AXA Advisors, LLC
December 2007 - November 2013 · 5 yrs 11 mos
AXA Advisors, LLCBroker
February 2007 - November 2013 · 6 yrs 9 mos
Wachovia Securities, LLCBroker
December 2003 - January 2007 · 3 yrs 1 mo
State Registrations2 states
PATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.