CB
CB

Christopher Baltazar

6 Years of Experience
Chesterfield, MO
Broker

Christopher Baltazar is a registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017

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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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Employment History
Current Registrations
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
January 2021 - May 2022 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
December 2020 - May 2022 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - November 2020 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - November 2020 · 3 yrs 2 mos
State Registrations35 states
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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.
Christopher Baltazar - Financial Advisor | TrueAdvisor