Christopher Michael Belmont

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 05/2018
  Key Investment Services Llc
  Clifton Park, NY
• 03/2012 → 05/2018
  Keybank
  Utica, NY
• 05/2018 → 07/2020
  The College Of Saint Rose
  Albany, NY
• 10/2019 → 05/2020
  Cetera Investment Advisers Llc
  Latham, NY
• 07/2020 → 01/2021
  Unemployed
  Utica, NY
• 01/2021 → 07/2023
  Key Investment Services Llc
  Syracuse, NY
• 07/2023 → 09/2025
  M&T Bank/Lpl Financial
  New Hartford, NY
• 09/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2023-07-20 → 2025-10-03
  Lpl Financial Llc
  New Hartford, NY
  Little Falls, NY
  North Herkimer, NY
  Frankfort, NY
  Whitesboro, NY
  Canastota, NY
  Utica, NY
  New Hartford, NY
  Camden, NY
  Newport, NY
  Utica, NY
  Utica, NY
• 2021-03-26 → 2023-07-17
  Key Investment Services Llc
  Syracuse, NY
  New Hartford, NY
  Brooklyn, OH
• 2010-08-30 → 2011-03-31
  Edward Jones
  St Louis, MO
  Utica, NY
  Yorkville, NY

Exams

• S66 Uniform Combined State Law Examination
  2010-08-17

Other Names

• Christopher Belmont