Christian A Aguirre

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2011-05-27
PA	RA	APPROVED	2010-06-28
NJ	RA	APPROVED	2004-10-04

TX RA
APPROVED_RES

Since 2011-05-27
PA RA
APPROVED

Since 2010-06-28
NJ RA
APPROVED

Since 2004-10-04

Branch Locations

600 Hyde Park, Doylestown, PA 18902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Doylestown	PA	05/2004	Present
Bank Of America,N.A.	Doylestown	PA	06/2011	Present

05/2004 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Doylestown, PA
06/2011 → Present

Bank Of America,N.A.

Doylestown, PA

Other Businesses

I*: 1982274 Entity Type: Entity For Profit Name of OBA: SB51320, LLC Address: Jupiter, FL Investment Related: No Position, Title, Association: Other Employee Start Date: 06/24/2024 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: My role is a manager of the LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-09-27

S66 Uniform Combined State Law Examination

2004-09-27

Other Names

Christian Aguirre

View on SEC IAPD