Christopher
Ressa

Baybridge Capital Group, LLC

CRD#5919267
Investment Advisor
in Pleasanton, CA

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About this Advisor

Christopher Ressa is a financial advisor based out of Pleasanton, California, who has 1 year of relevant experience. Ressa works at Baybridge Capital Group, LLC. Ressa has gained experience at Axa Advisors, LLC, J.P. Morgan Securities LLC, Capital Planning Advisors, LLC, Avisen Securities, Inc, Baybridge Capital Group and Baybridge Capital Group, LLC. Ressa holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Baybridge Capital Group, LLC is a business that has its headquarters in Pleasanton, CA. It has $134 million in assets among its 467 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 467 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. Baybridge Capital Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules depend on which service is offered. However, fees charged by Baybridge Capital Group, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5976 W. Las Positas Blvd Ste 124
Pleasanton, CA 94588

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Baybridge Capital Group, LLC Brokerage Details

Total Assets Under Management

$134,448,121

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

467

CA Average: 3,727
Average Account Size

$287,897

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Christopher Ressa Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Baybridge Capital Group

2022 - Present (2 years)

Baybridge Capital Group, LLC

2015 - 2022 (7 years)

Capital Planning Advisors, LLC

2015 - 2016 (1 year)

Avisen Securities, Inc

2014 - 2015 (1 year)

J.P. Morgan Securities LLC

2011 - 2014 (3 years)

Axa Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Ressa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Baybridge Capital Group, LLC

Christopher Ressa
Pleasanton, CA
Kevin Batstone
Pleasanton, CA
Eugena Wallis
Pleasanton, CA
Eugene Gurevich
Pleasanton, CA
Virginia Taylor
Pleasanton, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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