Christopher Baltazar, financial advisor O'fallon MO

Christopher Baltazar

CRD Number: 6167852
Current Firm: Citigroup Global Markets Inc.

Christopher Baltazar (CRD# 6167852) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in O'fallon, MO and has over 4 years of experience in the finance industry.

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Creative Planning
Company Name Location Dates Years
Citigroup O'fallon, MO Nov 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ballwin, MO Jul 2017 - Nov 2020 3
Bank Of America, N.a. Ballwin, MO Mar 2016 - Nov 2020 4
Farmers Financial Solutions Chesterfield, MO Oct 2015 - Mar 2016 < 1
Farmers Insurance Group Chesterfield, MO Aug 2015 - Mar 2016 < 1
State Farm Insurance Saint Louis, MO May 2015 - Aug 2015 < 1
Federated Mutual Insurance Owatonna, MN Oct 2013 - Apr 2015 1
Best Buy Saint Louis, MO Aug 2013 - Nov 2013 < 1
Washington State University Pullman, WA Aug 2011 - Jun 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Christopher J. Baltazar
Phone Number: 212-816-6000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    38,272
    MILLIONS
  • Total Number of Accounts
    51,112
    ACCOUNTS
  • Average Account Value
    $748,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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