CB
CB

Christopher Baldoni

15 Years of Experience
San Diego, CA
Broker

Christopher Baldoni is a registered investment advisor, based in San Diego, CA, with 15 years of industry experience.

Location

16399 W Bernardo Dr, San Diego, CA, 92127

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Christopher works as a bank associate at First Tech Federal Credit Union, focusing on retirement and wealth management planning full-time. He also has a DBA/Support Company called Addison Avenue Investment Services, but dedicates no time to it.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Equitable Advisors, LLC
November 2023 - May 2024 · 6 mos
Equitable Advisors, LLCBroker
November 2023 - May 2024 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2014 - January 2023 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - January 2023 · 8 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.
February 2010 - October 2012 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
February 2010 - October 2012 · 2 yrs 8 mos
AXA Advisors, LLC
April 2008 - February 2010 · 1 yr 10 mos
AXA Advisors, LLCBroker
March 2008 - February 2010 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
November 2007 - November 2007 · 0 mos
State Registrations19 states
AZCACOFLIDILINKSNCNHNJNVNYOHORSCTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.