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Christopher Ledell

22 Years of Experience
Roseville, CA
Broker

Christopher Ledell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Roseville, CA, 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

2998 Douglas Blvd, Roseville, CA, 95661

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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 uses Leddy LLC to hold his rental property. He devotes minimal time to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2021 - Present · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Blackrock Investment Management, LLC
December 2010 - August 2021 · 10 yrs 8 mos
Blackrock Investments, LLCBroker
December 2010 - August 2021 · 10 yrs 8 mos
Lincoln Financial Distributors, INC.Broker
October 2007 - February 2009 · 1 yr 4 mos
Lincoln Financial Distributors, INC.
October 2007 - February 2009 · 1 yr 4 mos
Vf Investment Services CORP.
February 2007 - October 2007 · 8 mos
Wharton Equity CorporationBroker
November 2006 - July 2007 · 8 mos
Sei Investments Distribution CO.Broker
March 2006 - September 2006 · 6 mos
Sei Investments Distribution CO.Broker
September 2001 - December 2004 · 3 yrs 3 mos
Pruco Securities CorporationBroker
March 2001 - June 2001 · 3 mos
American Express Financial Advisors INC.Broker
November 1999 - March 2001 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
November 1999 - March 2001 · 1 yr 4 mos
State Registrations29 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 Ledell - Financial Advisor | TrueAdvisor