Christopher Ortiz
Christopher Ortiz is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tamarac, FL, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
7001 N University Dr, Tamarac, FL, 33321
Get directionsHistory
Regulatory History (1)
Financial
October 2024Other Business Activities
Christopher is the head coach for the girl's volleyball team at Dade Christian School. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.Broker
State Registrations10 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.