Christopher Tomaskovic
Christopher Tomaskovic is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Poughkeepsie, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2649 South Rd, Poughkeepsie, NY, 12601
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Regulatory History
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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Christopher is involved in several not-for-profit organizations, including the Dutchess County Ancient Order of Hibernians, The Center for the Prevention of Child Abuse, The Knights of Columbus, the Marist Red Fox Club, and The Notre Dame Club of the MidHudson Valley. He volunteers with these organizations, assisting with fundraising, event planning, and community service efforts, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
Hsbc Securities (USA) INC.Broker
State Registrations7 states
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.