Christopher J Baltazar

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 07/2017 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ballwin, MO
• 03/2016 → 11/2020
  Bank Of America, N.A.
  Ballwin, MO
• 11/2020 → 05/2022
  Citigroup
  O'FAllon, MO
• 01/2024 → Present
  Morgan Stanley Smith Barney Llc
  Chesterfield, MO
• 05/2022 → 01/2024
  Bank Of America Private Bank
  St. Louis, MO

Previous Registrations

• 2021-01-04 → 2022-05-12
  Citigroup Global Markets Inc.
  Jersey City, NJ
  O'FAllon, MO
  O'FAllon, MO
• 2017-10-31 → 2020-11-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ballwin, MO
  Saint Louis, MO
  Olivette, MO
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-10-30

Other Names

• Christopher John Baltazar
• Christopher Baltazar