Christopher Anthony Green

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

• 06/2015 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
• 06/2015 → 09/2020
  Bank Of America N.A.
  Roseville, CA
• 09/2021 → 05/2024
  Fidelity Investments
  Salt Lake City, UT
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 10/2019 → 09/2021
  Happy Green Homes Llc
  Genola, UT
• 07/2024 → Present
  Bank Of America, N.A.
  Provo, UT

Previous Registrations

• 2021-12-03 → 2024-05-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT
• 2019-02-22 → 2020-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
  New York, NY
  Loomis, CA
  Roseville, CA

Other Businesses

I*407098, Name: Happy Green Homes LLC investment-related, Yes Address: Lincoln, CA, 95648 Nature of the other business Real estate holding Your position: Other, Comm Start date: 10/2019 Approximate number of hours/month: 100hrs/Annually, No hours during trading: 0 Briefly describe your duties: It's a holding company for real estate. Handles rehab's too. I*1857271, Name GL Homes, LLC investment-related Yes Address: genola, utah Nature of the other business Real estate holding, Airbnb Your position: General Partner/Managing Member Start date: 10/2022 Approximate number of hours/month: 1hr/Mo, Hours during trading: 0, Briefly describe your duties: Rental properties, airbnb. I*1855324, Name: CDK Homes LLC Investment-related: No Address genola, utah Nature of the other business Real estate holding Your position: General Partner/Managing Member Start date 04/03/2024 Approximate number of hours/month: 5hrs/Weekly, Hours during trading: 0, Briefly describe your duties: Buying, rehabbing turning them into rental properties. Name Charms and Stitches LLC investment-related no Address genola, Utah Nature of the other business Selling crocheted and permanent jewelry Your position None Title, or relationship with the other business None, wife's business Start date: 11/2023 Approximate number of hours/month you devote to the other business 0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties Transportation or setup the booth my wife sells out of. I*1869284, Name: Rental Property 1, investment-related: No Address: Cleveland, Ohio, 44109 Nature of the other business Short term rental Your position: Co-owner with non-family members Start date : 10/01/2022 Approximate number of hours/month: 5hrs/Mo, Hours during trading: 0, Briefly describe your duties investor/monitor performance. I*1869285, Name: Rental Property 2 investment-related: No Address: Spanish Fork, Utah, 84660 Nature of the other business Long Term rental Your position: Co-owner with non-family members Start date of your relationship 03/01/2024 Approximate number of hours/month: 5hrs/Mo, Hours during trading, 0 Briefly describe your duties investor/monitor performance I*1868290, Name: Rental Property 3 Investment-related: No Address: Orem, Utah, 84097 Nature of the other business Long Term rental Your position: Co-owner with other family members Start date: 03/01/2024 Approximate number of hours/month: 5hrs/Mo, Hours during trading: 0, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-02-21

Other Names

• Christopher Green
• Christopher Anthony Green
• Chris Anthony Green