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Christopher Schell

29 Years of Experience
Jenkintown, PA
Broker

Christopher Schell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jenkintown, PA, with 29 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

101 West Ave, Jenkintown, PA, 19046

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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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Other Business Activities

Christopher is a trustee for the Abramson Center for Jewish Life, where he co-chairs the investment committee and chairs the retirement committee, dedicating minimal time per week. He is also a trustee for the Williamson Free School of Mechanical Trade, dedicating minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2006 - Present · 20 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Morgan Stanley
August 2005 - February 2006 · 6 mos
Morgan Stanley Dw INC.Broker
March 1997 - February 2006 · 8 yrs 11 mos
J. B. Hanauer & CO.Broker
July 1996 - March 1997 · 8 mos
State Registrations33 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 Schell - Financial Advisor | TrueAdvisor