Christian Habecker

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

• 01/2019 → 08/2019
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 10/2018 → 12/2018
  Chapman Bmw On Camelback
  Phoenix, AZ
• 06/2018 → 10/2018
  Allstate
  Scottsdale, AZ
• 12/2017 → 05/2018
  American Income Life
  Phoenix, AZ
• 02/2016 → 02/2018
  Penske Jaguar Land Rover North Scottsdale
  Phoenix, AZ
• 01/2019 → 08/2019
  Jpmorgan Chase Bank, N.A.
  Phoenix, AZ
• 08/2019 → Present
  Bank Of America, N.A
  Pheonix, AZ
• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ

Other Businesses

I*918252 For profit or not for profit: Entity For Profit Name of outside business organization: Becker Design Studio Investment related: N Address of business: Scottsdale, Arizona, 85253 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/18/2022 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I'm starting my own business, this will be a virtual staging company. I will be staging real estate listings using computer design software to help real estate agents make their online listings look more desirable to potential buyers. I*918252 For profit or not for profit: Entity For Profit Name of outside business organization: Becker Design Studio Investment related: N Address of business: Scottsdale, Arizona, 85253 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/18/2022 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I'm starting my own business, this will be a virtual staging company. I will be staging real estate listings using computer design software to help real estate agents make their online listings look more desirable to potential buyers. I plan on charging a

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27
• S63 Uniform Securities Agent State Law Examination
  2019-03-22

Other Names

• Christian A Habecker
• Christian Habecker
• Christian Aaron Habecker