Justin William Crichlow

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

• 07/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 05/2017 → 08/2017
  J.P. Morgan
  Los Angeles, CA
• 09/2014 → 05/2018
  09/2014-05/2018: Harvard University
  Cambridge, MA
• 08/2018 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Other Businesses

I*1784298, Entity Type, CharitableName of OBA:Vintage Church Malibu Address:Malibu,California,90264 Investment Related: noPosition, Title, Association:Committee Employee Start Date:04/15/2024 No Hours: 2weeklyNo Hours during trading:0 Duties:As part of their Finance Committee, I will be helping the church with making financial decisions related to budgeting, spending plans, and annual goals. However, the Treasurer will be implementing all recommendations and is the only one who has access to the accounts. I*: 2593285Entity Type: Entity For ProfitName of OBA: Endociety LLCAddress: SAINT PETERSBURG, Florida, 33713Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 07/15/2025No Hours: 2 WEEKLYNo Hours during trading: 0Duties: Endociety LLC is a clothing company that will be selling T-shirts and running apparel. I just assist with the creative content for the brand and will be participating in photo shoots to market the brand. I*3689274Entity Type: N/AName of OBA: Crichlow Family TrustAddress: Corona Del Mar, California, 92625Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 01/28/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Self, Spouse I*3691288Entity Type: N/AName of OBA: Crichlow Family TrustAddress: Corona Del Mar, California, 92625Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 01/28/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Self, Spouse I*3691292Entity Type: N/AName of OBA: Crichlow Family TrustAddress: Corona Del Mar, California, 92625Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 01/28/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Self, Spouse I*3691293, Entity Type: , Name of OBA: C Family Trust, Address: Corona Del Mar, California, 92625, Investment Related: N, Position, Title, Association: Administrator, Employee Start Date: 01/28/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3691294, Entity Type: , Name of OBA: C Family Trust, Address: Corona Del Mar, California, 92625, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/28/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4061266, Entity Type: , Name of OBA: MR J W C TTEE MS K C TTEE U/A DTD 01/28/2026 , Address: Newport Beach, California, 92660, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/28/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4062265, Entity Type: , Name of OBA: MR J W C TTEE MS K C TTEE U/A DTD 01/28/2026 , Address: Newport Beach, California, 92660, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/28/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2018-10-29

Other Names

• Justin Crichlow