CA
CA

Christopher Anderson

20 Years of Experience
Towson, MD
Broker

Christopher Anderson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Towson, MD, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

901 Dulaney Valley Rd, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - Present · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Janney Montgomery Scott LLCBroker
March 2013 - May 2014 · 1 yr 2 mos
Legg Mason Investor Services, LLCBroker
December 2005 - December 2011 · 6 yrs
Legg Mason Wood Walker, IncorporatedBroker
March 2002 - December 2005 · 3 yrs 9 mos
State Registrations48 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Christopher Anderson - Financial Advisor | TrueAdvisor