Christopher Stephen Joyce

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

• 07/2015 → 10/2017
  Fidelity Investments Institutional Services Company Inc.
  Smithfield, RI
• 10/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 03/2018 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*4430265, Entity Type: Entity Charitable, Name of OBA: B J Foundation Inc., Address: Westwood, Massachusetts, 02090, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 03/09/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: none, charitable foundation

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04
• S63 Uniform Securities Agent State Law Examination
  2015-10-09

Other Names

• Christopher Stephen Joyce
• Christopher Joyce