Cristian Solis-Flores

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

• 08/2018 → 09/2021
  Nunely Engineering
  Santa Rosa, CA
• 06/2018 → 08/2018
  Ups
  Santa Rosa, CA
• 08/2019 → 10/2019
  Verizon Wireless
  San Francisco, CA
• 08/2014 → 05/2017
  Piner High School
  Santa Rosa, CA
• 01/2016 → 05/2020
  Santa Rosa Jr College
  Santa Rosa, CA
• 08/2019 → 05/2021
  San Francisco State University
  San Francisco, CA
• 10/2021 → 08/2024
  New York Life Insurance Company
  Santa Rosa, CA
• 01/2022 → 08/2024
  Nylife Securities Llc
  Santa Rosa, CA
• 01/2024 → 08/2024
  Soflo Financial & Insurance Services
  Santa Rosa, CA
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2020 → Present
  Supreme Painting Inc
  Santa Rosa, CA
• 10/2024 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*1976311, Entity Type, Entity for Profit, Name of OBA: Supreme Painting Inc., Address: Santa Rosa, CA, 95403, Investment Related: No, Position, Title, Association: Officer, Employee Start Date: 08/26/2024, No Hours: 2hrs/Ann, No Hours during trading: 0, Duties: I own this business with my brother in law 50-50 but am more of a silent investor. I do not work for the business nor do I get paid by the business. I am a director for the business but have no access to the financial accounts such as banking accounts of the business. I*4680361 Entity Type: Charitable Name of OBA: New Vintage Church Address: Santa Rosa, California, 95405 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/10/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: This organization is a Christian Church. I play music for the Church occasionally on a Sunday every time they schedule me to play.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-23
• S63 Uniform Securities Agent State Law Examination
  2022-10-05