Christopher Staub
CRD Number: 4557066Current 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 21 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jan 2014 - Current | 10 |
The Capital Group Investment Advisory Services, LLC | Bethesda, MD | Dec 2013 - Current | 10 |
The Capital Group, LLC | Bethesda, MD | Jun 1995 - Current | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- MD
- TX
- VA
-
Total Assets Under Management1,183MILLIONS
-
Total Number of Accounts781ACCOUNTS
-
Average Account Value$1,514,423
- 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)
- Educational seminars/workshops
DC, DE, FL, MD, NH, NY, PA, TX, VA
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