CI
CI

Christopher Ingemie

19 Years of Experience
Latham, NY
Broker

Christopher Ingemie is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Latham, NY, with 19 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

26 Century Hill Dr, Latham, NY, 12110

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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 employed by the Niskayuna School District as a basketball coach since 2021. This requires about 10-20% of his time, with no hours during trading hours.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - Present · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Advice and Planning Services
October 2013 - April 2021 · 7 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2013 - April 2021 · 7 yrs 6 mos
Amerivest Investment Management, LLC
May 2010 - September 2013 · 3 yrs 4 mos
TD Ameritrade, INC.
May 2010 - September 2013 · 3 yrs 4 mos
TD Ameritrade, INC.Broker
May 2010 - September 2013 · 3 yrs 4 mos
TD Wealth Management Services INC.Broker
November 2009 - April 2010 · 5 mos
TD Wealth Management Services INC.
November 2009 - April 2010 · 5 mos
Primevest Financial Services, INC.
February 2009 - November 2009 · 9 mos
Bancnorth Investment Group, INC.Broker
February 2009 - November 2009 · 9 mos
Morgan Stanley & CO. Incorporated
June 2007 - January 2009 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - January 2009 · 1 yr 7 mos
Goldman, Sachs & CO.Broker
July 2006 - June 2007 · 11 mos
State Registrations20 states
CACOCTDEFLGAMAMENCNHNJNYOHORPASCSDTNTXVA
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.