Christopher
Milner
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Christopher Milner is a financial advisor operating in San Jose, California who has 5 years of industry experience. Milner works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Milner has worked at The Associated Student Of The University Of Nevada, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Target, Orange Theory Fitness, Genes Fine Foods, Sharks Ice In San Jose, Thomas J Glascott Cpa Firm, Primary Education, University Of Nevada Reno, Merrill Lynch, Pierce, Fenner, And Smith Inc and Bank Of America, N.A. Milner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in assets under management among its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely are based on the type of services offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Christopher Milner Work History
Christopher has been registered as a financial advisor for 5 years.*
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
Thomas J Glascott Cpa Firm
Primary Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Scottsdale, AZ
Mount Pleasant, SC
Washington, DC
New York, NY
New York, NY
Oak Brook, IL
Franklin, MA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
