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Christopher Kingsley

4 Years of Experience
Charlotte, NC
1 DisclosureBroker

Christopher Kingsley is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 4 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

401 N Tryon St, Ci Relationship Management, Charlotte, NC, 28255

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History

Regulatory History (1)
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Financial
May 2018
Final
Other Business Activities

Christopher owns Christopher Kingsley Investment, a sole proprietorship, and spends a few hours per week flipping houses. He also owns KRK Holdings LLC, a limited liability company, and acts as a landlord, dedicating minimal time monthly.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - Present · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2021 - Present · 4 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.