Christian Axelson
Christian Axelson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Great Neck, NY, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
805 Northern Blvd, Great Neck, NY, 11021
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Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Christian owns and rents an investment/vacation property in Newport, RI, since 2006, and another rental property in Point Lookout, NY, since 2023. He dedicates minimal time to these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
TD Waterhouse Investor Services, INC.Broker
The Dreyfus Service CorporationBroker
State Registrations22 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.