Christie Green

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vero Beach, FL
• 10/2014 → Present
  Bank Of America, N.A.
  Vero Beach, FL

Previous Registrations

• 2009-03-17 → 2012-06-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vero Beach, FL
• 2002-09-09 → 2009-03-26
  Ubs Financial Services Inc.
  Vero Beach, FL
  Vero Beach, FL
• 1997-05-01 → 2002-09-18
  Morgan Stanley Dw Inc.
  Vero Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-19
• S63 Uniform Securities Agent State Law Examination
  2015-09-18
• S66 Uniform Combined State Law Examination
  2007-01-26

Other Names

• Christie Lynn Fox
• Christie Lynn Fox
• Christie Bowmer
• Christie Fox
• Christie Lynn Green