Christopher
Milner
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Christopher Milner is a financial advisor based in San Jose, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Target, The Associated Student Of The University Of Nevada, Orange Theory Fitness, Genes Fine Foods, Sharks Ice In San Jose, Primary Education, University Of Nevada Reno, Merrill Lynch, Pierce, Fenner, And Smith Inc, and Bank Of America, N.A. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Christopher is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of San Jose, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Milner Work History
Merrill Lynch,Pierce,Fenner,And Smith Inc
Bank Of America, N.A
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Target
The Associated Student Of The University Of Nevada
Orange Theory Fitness
Genes Fine Foods
University Of Nevada Reno
Sharks Ice In San Jose
Primary Education
Disclosures
Please visit the SEC profile of Christopher Milner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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