Christopher Bryan
Christopher Bryan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Philadelphia, PA, with 18 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
1600 Jfk Blvd, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
Financial
January 2021Other Business Activities
Christopher is the treasurer and board member for Project 440, a non-profit charitable organization that supports young musicians. He dedicates minimal time to this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations23 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.
Exams
More Advisors
- Noah Wiegand, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James SterrettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David EbnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cleo CoatesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael HackerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paola SierraMerrill Lynch, Pierce, Fenner & Smith Incorporated