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Christina Marie Zalewski

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Naples, FL

CRD 7060067

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-26
TX RA APPROVED 2022-09-12
PA RA APPROVED 2022-07-05
  • FL RA
    APPROVED
    Since 2024-01-26
  • TX RA
    APPROVED
    Since 2022-09-12
  • PA RA
    APPROVED
    Since 2022-07-05

Branch Locations

9128 Strada Pl, Naples, FL 34108 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Upper Saint Clair PA 01/2019 Present
Chatham University Pittsburgh PA 04/2019 03/2021
Northeastern University Boston MA 09/2014 04/2018
Unemployed Pittsburgh PA 05/2018 08/2018
Chatham University Pittsburgh PA 08/2018 08/2019
Pittsburgh Penguins Lp Cranberry Twp PA 07/2019 07/2019
Bank Of America, N.A. Upper Saint Clair PA 06/2022 Present
  • 01/2019 → Present
    Upper Saint Clair, PA
  • 04/2019 → 03/2021
    Chatham University
    Pittsburgh, PA
  • 09/2014 → 04/2018
    Northeastern University
    Boston, MA
  • 05/2018 → 08/2018
    Unemployed
    Pittsburgh, PA
  • 08/2018 → 08/2019
    Chatham University
    Pittsburgh, PA
  • 07/2019 → 07/2019
    Pittsburgh Penguins Lp
    Cranberry Twp, PA
  • 06/2022 → Present
    Bank Of America, N.A.
    Upper Saint Clair, PA
Other Businesses

Non Investment related. Learn to skate USA. On- ice instructor 2 hours a week, 8 hours per month, 2 hours per week and 0 hours during Trading Hours. Started 8/2021. Located in Canonsburg, PA USA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-02
  • S66 Uniform Combined State Law Examination
    2022-07-02
Other Names
  • Christina Zalewski

View on SEC IAPD

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