Christopher Baldoni, financial advisor Carlsbad CA
93 score

Christopher Baldoni

CRD Number: 5361693
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christopher Baldoni (CRD# 5361693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad, CA Jun 2014 - Current 2
Bank Of America N.a. Carlsbad, CA Jun 2014 - Current 2
Unemployed San Diego, CA Feb 2014 - Jun 2014 < 1
J.p. Morgan Securities LLC Phoenix, AZ Oct 2012 - Feb 2014 1
Chase Investment Services Corp San Diego, CA Feb 2010 - Oct 2012 2
Axa Advisors, LLC San Diego, CA Mar 2008 - Feb 2010 1
True Value Hardware Alpine, CA Jul 2007 - Mar 2008 < 1
Ameriprise Financial Services Inc. San Diego, CA Jun 2007 - Nov 2007 < 1
American Leason Capital San Diego, CA Feb 2007 - Jun 2007 < 1
Soluciones Idiomaticas San Jose, CA Aug 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Christopher J. Baldoni
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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