Christopher StaubCRD Number: 4557066
Current Firm: The Capital Group Investment Advisory Services, LLC
Christopher Staub (CRD# 4557066) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 15 years of experience in the finance industry.
Palatine Advisors, Inc.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jan 2014 - Current||4|
|The Capital Group Investment Advisory Services, LLC||Bethesda, MD||Dec 2013 - Current||4|
|The Capital Group, LLC||Bethesda, MD||Jun 1995 - Current||22|
|Ny Life Securities||Bethesda, MD||Aug 2002 - Dec 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management151MILLIONS
Total Number of Accounts246ACCOUNTS
Average Account Value$614,341
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, MD, TX, VA
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