CB
CB

Christopher Bryan

18 Years of Experience
Charlotte, NC
1 DisclosureBroker

Christopher Bryan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 18 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

Charlotte, NC

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History

Regulatory History (1)
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Financial
January 2021
Final
Other 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
October 2018 - Present · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - Present · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2014 - October 2018 · 4 yrs 5 mos
Wells Fargo Clearing Services, LLC
May 2014 - October 2018 · 4 yrs 5 mos
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations23 states
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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.