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Advisors / Florida / Tampa
24yrs

Christopher Staub

Financial advisor at The Baldwin Group Wealth Advisors

Christopher Staub has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Tampa, Florida. After 11 years at The Capital Group Investment Advisory Services and nine years at Eagle Strategies, Christopher joined The Baldwin Group Wealth Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The Baldwin Group Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.

Tampa, FL 33607Top 21% by experience at The Baldwin Group Wealth AdvisorsFiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?Top 21% by experience at The Baldwin Group Wealth Advisors
Office4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$558,718
Advisors at the firm47
States licensed ?1 state

Services through The Baldwin Group Wealth Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now
  2. 2013 – 2024
    The Capital Group Investment Advisory Services, LLCPreviously
  3. 2004 – 2013

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call The Baldwin Group Wealth Advisors at (813) 934-2743 and ask for Christopher Staub. Christopher works from the Tampa, FL office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2002, about 24 years. Top 21% by experience at The Baldwin Group Wealth Advisors.

What licenses does Christopher hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

The Baldwin Group Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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