CG
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Christine Gerst

22 Years of Experience
Canfield, OH
Broker

Christine Gerst is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Canfield, OH, with 22 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

4137 Boardman Canfield Rd, Canfield, OH, 44406

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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

Christine is a board member for the YWCA Mahoning Valley, dedicating minimal time monthly. She is also a committee member for The Stambaugh Auditorium, spending minimal time quarterly, and the managing member of Gerst Concrete LLC, spending a few hours per week.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - Present · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
The Huntington Investment CompanyBroker
February 2011 - November 2018 · 7 yrs 9 mos
Key Investment Services LLCBroker
January 2009 - March 2009 · 2 mos
Mcdonald Investments INC.
September 2003 - February 2007 · 3 yrs 5 mos
Mcdonald Investments INC.Broker
September 2001 - February 2007 · 5 yrs 5 mos
Banc One Securities CorporationBroker
July 1998 - November 1999 · 1 yr 4 mos
State Registrations16 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.