Christanoelle
Forlemu

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6392937
Investment Advisor
in Dallas, TX

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About this Advisor

Christanoelle Forlemu is a financial advisor based out of Dallas, Texas with 4 years of relevant experience. Forlemu is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Randstad, Seattle University, The Vanguard Group, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Forlemu maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business headquartered in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets under management among its 2,864,234 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide set 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. A financial advisor's fee schedules largely are based on the type of services provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

2100 Ross Ave
Dallas, TX 75201

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

TX Average: 88
Total Number of Accounts

2,864,234

TX Average: 3,892
Average Account Size

$381,844

TX 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

Christanoelle Forlemu Work History

Christanoelle has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

The Vanguard Group, Inc

2014 - 2016 (2 years)

Randstad

2012 - 2014 (2 years)

Seattle University

*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 Christanoelle Forlemu 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
Francis Abella
Napa, CA
Suzana Markasevic
New York, NY
Roger Glasgow
Chevy Chase, MD
Thanh Le
Dallas, TX
Patrick Riley
Sammamish, WA
William Edgar
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.

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