CA
CA

Christopher Amadeo

25 Years of Experience
Smithtown, NY
Broker

Christopher Amadeo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Smithtown, NY, with 25 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

50 Route 111, Smithtown, NY, 11787

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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 an employee of Koam Investment, a business or industry organization, since 2018. He dedicates minimal time providing occasional administrative support.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2021 - Present · 5 yrs
Previous Registrations
Citigroup Global Markets INC.
August 2020 - August 2021 · 1 yr
Citigroup Global Markets INC.Broker
June 2012 - August 2021 · 9 yrs 2 mos
Hsbc Securities (USA) INC.Broker
January 2005 - April 2012 · 7 yrs 3 mos
Hsbc Brokerage (USA) INC.Broker
September 2004 - January 2005 · 4 mos
Metlife Securities INC.Broker
November 2001 - August 2004 · 2 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
November 2001 - August 2004 · 2 yrs 9 mos
Global Capital Securities CorporationBroker
January 2001 - August 2001 · 7 mos
Global Capital Markets, LLCBroker
September 2000 - January 2001 · 4 mos
State Registrations21 states
AZCACOCTDCFLIAILLAMAMDMINCNJNYPASCTNTXVAVT
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.