CM
CM

Christopher Musto

21 Years of Experience
Jupiter, FL
Broker

Christopher Musto is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jupiter, FL, with 21 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.

Loading...

Location

900 S Us Highway 1, Jupiter, FL, 33477

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher works part-time at West Marine, a marine and yachting supply store, dedicating about 10-20% of his time. He is also a general partner/managing member of C&R Holdings, LLC, involved in online sales of retail items, spending a few hours per week.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - Present · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Hsbc Securities (USA) INC.
November 2016 - November 2017 · 1 yr
Hsbc Securities (USA) INC.Broker
September 2016 - November 2017 · 1 yr 2 mos
PNC Investments
May 2014 - November 2015 · 1 yr 6 mos
PNC InvestmentsBroker
May 2014 - November 2015 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - May 2014 · 5 mos
UBS Financial Services INC.Broker
November 2011 - November 2013 · 2 yrs
Raymond James & Associates, INC.Broker
October 2010 - December 2011 · 1 yr 2 mos
Wachovia Securities, LLCBroker
February 2003 - January 2009 · 5 yrs 11 mos
American Express Financial Advisors INC.Broker
January 2000 - May 2001 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
January 2000 - May 2001 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
April 1999 - October 1999 · 6 mos
Raymond James & Associates, INC.Broker
November 1998 - April 1999 · 5 mos
State Registrations19 states
ALAZCACOCTFLGAIAMAMENCNJNYORPASCTXVAWI
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.