Christine E Zubrod

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

• 02/2013 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith
  Scottsdale, AZ

Other Businesses

I*60388 For profit or not for profit: For-Profit Organization Name of outside business organization: Copperhead Commercial Cleaning Investment related: N Address of business: Cave Creek, Arizona 85331 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/1/1999 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is a commercial cleaning company that I owned with my ex husband. The business has been inactive for approx 10 years and we have no intentions of reactivating it. I*529259 For profit or not for profit: Entity For Profit Name of outside business organization: 30411 N 42nd LLC Investment related: Y Address of business: Scottsdale, Arizona, 85254 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/27/2021 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Entity owns one rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-20
• S63 Uniform Securities Agent State Law Examination
  2011-09-08

Other Names

• Christine Elizabeth Rife
• Christine E Rife
• Christine Elizabeth Rife
• Christine E Lester