Danae S Baltierra
Investment adviser representative at Christopher Weil & Co Inc
13 yearsExperience
1 stateRegistered in
$896.2MFirm assets
33 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Christopher Weil & Company, Inc.Oct 2020 to now
- UnemployedMar 2020 to Oct 2020
- Trilogy Ballroom DanceMar 2017 to Mar 2020
- Fred Astaire Dance StudioFeb 2013 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Christopher Weil & Co Inc
Legal name: The Weil Company
$896.2MAssets managed
519Clients
13Advisers
33 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
- 7315221
- Firm CRD
- 22090