Christopher Baumann
Investment adviser representative at Bcg Securities, Inc.
10 yearsExperience
11 statesRegistered in
$894.2MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bcg Securities, Inc.Jan 2023 to now
- Horace Mann CompaniesJan 2023 to now
- Royal AllianceJan 2020 to Jan 2023
- Sloane Moving and StorageJan 2019 to Jan 2020
- Sloane Moving and StorageJun 2018 to Dec 2018
- TeslaJun 2017 to Jun 2018
- SolarcityOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 11 states (AK, AR, CA, FL, MD, MO, NC, NJ, NY, PA, VA).
Bcg Securities, Inc.
$894.2MAssets managed
2,181Clients
21Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7221540
- Firm CRD
- 70