CM
CFP
CM
CFP

Christopher Mannino

9 Years of Experience
Westfield, NJ
Broker

Christopher Mannino is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Westfield, NJ, with 9 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

530 South Ave W, Westfield, NJ, 07090

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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 receives vested trail payments from MassMutual for business placed prior to his employment at Merrill Lynch. He also owns a rental property, dedicating minimal time to it.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2021 - Present · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - December 2021 · 4 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2021 · 4 yrs 9 mos
Msi Financial Services, INC.
January 2017 - March 2017 · 2 mos
Msi Financial Services, INC.Broker
December 2016 - March 2017 · 3 mos
State Registrations27 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.