Christopher
Dunning

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6278524
Investment Advisor
in Pennington, NJ

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About this Advisor

Christopher Dunning is a financial advisor based in Pennington, New Jersey, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Ultimate Electric. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, Pennsylvania, and Texas. Currently, Christopher is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Pennington, New Jersey. 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

1100-1800 American Blvd Me - Consumer Investments Client Services
Pennington, NJ 08534

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

NJ Average: 88
Total Number of Accounts

2,911,578

NJ Average: 3,892
Average Account Size

$436,737

NJ 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 Dunning Work History

2014 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2000 - 2015 (15 years)

Ultimate Electric

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Disclosures

Please visit the SEC profile of Christopher Dunning 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
Szymon Czulak
Chicago, IL
Houry Kachadorian
Vienna, VA
Christopher Norkus
Annapolis, MD
Emily Grace
Washington, DC
Jose Escobar
Houston, TX
David Shams
Denver, CO
Yanni Chan
Ontario, CA

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