CR
CR

Christopher Russon

19 Years of Experience
Boca Raton, FL
2 DisclosuresBroker

Christopher Russon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boca Raton, FL, 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

1 Town Center Rd, Boca Raton, FL, 33486

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2025
Final
Regulatory
December 2016
Final
Other Business Activities

Christopher is the manager of Russon Family LLC, a holding company for Barbarian Distillery, spending about 10-20% of his time on marketing planning and licensing. He is also a co-owner of a rental property and the owner of Resarter Homes LLC, dedicating minimal time to each.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - Present · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2012 - September 2022 · 10 yrs 3 mos
Citigroup Global Markets INC.
June 2012 - September 2022 · 10 yrs 3 mos
Hsbc Securities (USA) INC.
October 2009 - July 2012 · 2 yrs 9 mos
Hsbc Securities (USA) INC.Broker
October 2009 - July 2012 · 2 yrs 9 mos
Chase Investment Services CORP.
April 2008 - October 2009 · 1 yr 6 mos
Chase Investment Services CORP.Broker
April 2008 - October 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - April 2008 · 9 mos
Maximum Financial Investment Group, INC.Broker
January 2007 - June 2007 · 5 mos
Great Eastern Securities, INC.Broker
June 2006 - January 2007 · 7 mos
Commerce One Financial INC.Broker
March 2006 - May 2006 · 2 mos
State Registrations20 states
ALCACTDCDEFLGAMAMDMENCNHNJNYPASCTXVAWAWI
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.