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Christian Zambrio

Performance Trust Capital Partners, LLC

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About Christian Zambrio

Christian Zambrio is a financial professional with over 20 years of experience in the financial services industry. Christian is currently registered with Performance Trust Capital Partners, LLC. Prior to that, Christian was employed by DWS Distributors, Inc., William Blair & Company L.L.C., Van Kampen Funds Inc., Morgan Stanley Distribution, Inc., FAM Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christian has a strong background in investment banking, and has passed the Series 7, Series 63, Series 66, SIE, and Series 79TO exams. Christian is licensed in several states, including Delaware, District of Columbia, Illinois, Maryland, New Jersey, Pennsylvania, Virginia, and West Virginia.

Firm Information

Christian Zambrio is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Christian Zambrio’s Registration & Firm History

IL

09/25/2018 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

IL

03/11/2014 - 09/10/2018

DWS DISTRIBUTORS, INC. (CHICAGO IL)

IL

06/22/2010 - 03/10/2014

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

TX

03/04/2009 - 06/04/2010

VAN KAMPEN FUNDS INC. (HOUSTON TX)

NY

07/18/2006 - 03/04/2009

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

NY

10/10/2003 - 07/07/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

10/27/1998 - 10/10/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christian Zambrio.
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