Christian Dunn

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-04-08
TX	RA	APPROVED	2024-04-01

Branch Locations

25 Burlington Mall Rd, Burlington, MA 01803 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Burlington	MA	06/2019	Present
Bank Of America	Providence	RI	05/2021	05/2022
Merrill Lynch	Burlington	MA	06/2018	04/2021
Halvorson's	Burlington	VT	01/2017	05/2017
Saint Michael's College	Colchester	VT	08/2016	05/2020
Bank Of America, N.A.	Burlington	MA	11/2024	Present
Bank Of America, N.A.	Burlington	MA	11/2024	Present

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Burlington, MA
05/2021 → 05/2022

Bank Of America

Providence, RI
06/2018 → 04/2021

Merrill Lynch

Burlington, MA
01/2017 → 05/2017

Halvorson's

Burlington, VT
08/2016 → 05/2020

Saint Michael's College

Colchester, VT
11/2024 → Present

Bank Of America, N.A.

Burlington, MA
11/2024 → Present

Bank Of America, N.A.

Burlington, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-09