Christine K Chang

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 04/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2007-02-27 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA

Other Businesses

I*495156 Entity for Profit Name of OBA: C. C. - S. S. Somerville Address: Brookline, Massachusetts, 02445 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/01/2024 No Hours: 72hrs/yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2007-02-23