Christopher Charles Geraci

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

• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eatontown, NJ
• 04/2020 → Present
  Bank Of America, N.A.
  Eatontown, NJ
• 09/2019 → 04/2020
  T-Mobile
  Cherry Hill, NJ
• 06/2019 → 08/2019
  Unemployed
  Asbury Park, NJ
• 02/2018 → 06/2019
  B2B Soft
  New York City, NY
• 01/2018 → 02/2018
  Unemployed
  Asbury Park, NJ
• 09/2001 → 12/2017
  Verizon
  Trevose, PA
• 04/2017 → 10/2017
  Bar Anticipation
  Belmar, NJ
• 05/2017 → 12/2017
  Aleatory Inc
  Lake Como, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-09-17

Other Names

• Christopher Geraci