Christopher
Milner

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6882597
Investment Advisor
in San Jose, CA

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

560 S Winchester Blvd
San Jose, CA 95128

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

CA Average: $7,464,549,021
Total Number of Employees

34,934

CA Average: 88
Total Number of Accounts

2,911,578

CA Average: 3,892
Average Account Size

$436,737

CA Average: $1,917,921

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

2018 - Present (6 years)

Merrill Lynch,Pierce,Fenner,And Smith Inc

2018 - Present (6 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

Target

2016 - 2017 (1 year)

The Associated Student Of The University Of Nevada

2016 - 2016 (< 1 year)

Orange Theory Fitness

2015 - 2015 (< 1 year)

Genes Fine Foods

2014 - 2018 (4 years)

University Of Nevada Reno

2013 - 2015 (2 years)

Sharks Ice In San Jose

2010 - 2014 (4 years)

Primary Education

Created with Highcharts 6.0.7

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.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Brian Fenelon
Ridgeland, MS
James Little
Florham Park, NJ
Sandra Frey
Easton, MD
David Cummins
Forest Hills, NY
Philip Weyhe
New York, NY
Deborah Pace
White Plains, NY
Margaret Ritter
Blue Bell, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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