Christopher
Paul
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Christopher Paul is a financial advisor based in Sewell, New Jersey with 2 years of industry experience. Paul currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Td Bank, Burlington County College, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Paul maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in assets across its 2,864,234 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The company provides 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. Fees for financial management largely depend on which service is offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may 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 Paul Work History
Christopher has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
Td Bank
Burlington County College
*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 Paul 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
New York, NY
West Jordan, UT
Chevy Chase, MD
Napa, CA
Jacksonville, FL
Washington, DC
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