Christopher
Bixby

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3031538
Investment Advisor
in New York, NY
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About this Advisor

Christopher Bixby is a certified financial planner working in New York, New York, with 17 years in the industry. Bixby is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Bixby has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bixby & Donohue Financial Services, Commonwealth Financial Network and Keybank. Bixby maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business headquartered in New York, New York. The firm has offices in 2,958 locations and a total of 40,146 employees. It controls $820 billion in total assets between its 2,272,151 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, 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 fees typically are based on which services are offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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 Bixby Work History

Christopher has 17 years of experience.

2015 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2015 (6 years)

Keybank

2005 - 2009 (4 years)

Commonwealth Financial Network

2001 - 2009 (8 years)

Bixby & Donohue Financial Services

Disclosures

Christopher Bixby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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