Cristian Ochoa

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 03/2021 → 11/2021
  Sales Partnerships Inc
  Los Angeles, CA
• 11/2020 → 12/2020
  Sales Partnerships Inc
  Los Angeles, CA
• 06/2018 → 12/2019
  Enterprise Rent A Car
  Los Angeles, CA
• 06/2013 → 05/2017
  University Of Southern California
  Los Angeles, CA
• 11/2021 → 06/2022
  Unemployed
  Los Angeles, CA
• 12/2019 → 11/2020
  Unemployed
  Los Angeles, CA
• 12/2020 → 03/2021
  Unemployed
  Los Angeles, CA
• 05/2017 → 03/2018
  Rideshare Driver
  Los Angeles, CA
• 03/2018 → 06/2018
  Ganas Auto Group
  Los Angeles, CA
• 11/2024 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07

Other Names

• Cristian Alejandro Ochoa