Christopher C Barrett

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

• 09/2008 → Present
  Merrill Lynch
  Farmington Hills, MI
• 12/2009 → Present
  Bank Of America,Na
  Farmington Hills, MI

Other Businesses

I*108007 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Alliance for a Safer Greater Detroit Investment related: N Address of business: Southfield, Michigan 48075 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 8/17/2017 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 5 Duties: This 501(c)3 organization, dba Crime Stoppers of Michigan, operates an anonymous tip hotline for reporting crimes in the area. They also perform community outreach in schools&prisons. I will be a Board member helping w/ finances and fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-02

Other Names

• Christopher Charles Barrett