Christopher
Paul

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6439662
Investment Advisor
in Sewell, NJ

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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

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

407 Egg Harbor Rd
Sewell, NJ 08080

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NJ Average: 88
Total Number of Accounts

2,864,234

NJ Average: 3,892
Average Account Size

$381,844

NJ Average: $1,917,921

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.*

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (3 years)

Bank Of America, N.A

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2014 - 2021 (7 years)

Wells Fargo Bank, Na

2014 - 2014 (< 1 year)

Td Bank

2009 - 2013 (4 years)

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

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Jonathan Cates
Mount Pleasant, SC
William Edgar
New York, NY
Daniel Montesinos
West Jordan, UT
Roger Glasgow
Chevy Chase, MD
Francis Abella
Napa, CA
Mark Wierda
Jacksonville, FL
Louise Burke
Washington, DC

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.

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