Christopher
Tasker
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Christopher Tasker is a financial advisor operating out of San Francisco, California with a total of 1 year of relevant experience. Tasker works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Tasker has worked at Marshall Dennehey, Merrill Lynch, Pierce, Fenner & Smith Inc, Topgolf, Bioflite, University Of North Florida, Regal Cinemas, Chuy'S Mexican Restaurant, Edmunds Law Firm, United States Census Bureau, Florida Immigrant Coalition, University Of North Florida, Bartram Trail High School, Public Opinion Research Lab and Bank Of America, N.A. Tasker holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 advisors. It manages $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 serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a wide range 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 advisory fees largely vary depending on the type of financial services. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of 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 Tasker Work History
Christopher has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Marshall Dennehey
Edmunds Law Firm
United States Census Bureau
Florida Immigrant Coalition
Public Opinion Research Lab
Chuy'S Mexican Restaurant
Regal Cinemas
Topgolf
Bioflite, University Of North Florida
University Of North Florida
Bartram Trail High School
*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 Tasker 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
Oak Brook, IL
Napa, CA
West Jordan, UT
Chevy Chase, MD
Dallas, TX
Sammamish, WA
New York, NY
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.
