Christopher Lewis
Christopher Lewis is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Doylestown, PA, with 39 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
600 Hyde Park, Doylestown, PA, 18902
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2026Other Business Activities
Christopher is a board member of the Central Bucks Rotary, a charitable organization, since 2021. He dedicates a few hours per week to meeting and discussing activities to help the community and raise funds.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas LogueMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Denise MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward Kohlhepp, ChFC
- Matthew Shaw, CFP
- Paula Nangle, CFPCreative Planning
- Scott Marshall, CFPCambridge Investment Research Advisors, INC.