Christina E Romagnoli

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 10/2021 → 05/2022
  Elon University
  Elon, NC
• 08/2018 → 05/2022
  Elon University
  Elon, NC
• 06/2019 → 08/2019
  Curl By Sammy Duvall
  Orlando, FL
• 09/2016 → 06/2018
  Tabor Academy
  Marion, MA
• 06/2021 → 08/2021
  Bank Of America
  Charlotte, NC
• 02/2020 → 03/2020
  Barnes And Noble
  Elon, NC
• 10/2022 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*1381349 For profit or not for profit: Entity For Profit Name of outside business organization: Christina Romagnoli Investment related: N Address of business: Charlotte, Florida, 28203, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 7/15/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I would like to start selling my photography services and photographs, with potential to grow to selling on etsy/through social media.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07

Other Names

• Christina E Romagnoli
• Christina Elena Romagnoli
• Tina Elena Romagnoli
• Christina Romagnoli