Christopher Santopietro

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

• 12/2015 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toms River, NJ
• 01/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2016 → 01/2017
  Unemployed
  Howell, NJ
• 03/2017 → Present
  Bank Of America, N.A.
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-10-28

Other Names

• Christophe Santopietro
• Chris Santopietro
• Christopher John Santopietro