Christian M Fuess

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

• 01/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 06/2011 → Present
  Bank Of America,N.A.
  Westlake Village, CA

Other Businesses

I*52517FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CANCER HOPE FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:CAMARILLO, CALIFORNIA 93001NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 11/1/2011NUMBER OF HOURS DEVOTED: 100 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: HELP CANCER HOPE FOUNDATION SET UP EVENTS AND RAISE MONEY FOR THEIR ANNUAL EVENT. I*100319FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTYINVESTMENT RELATED: YADDRESS OF BUSINESS:AUSTIN, TEXAS 78744NATURE OF BUSINESS: SOLE PROPRIETORSHIP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/30/2016NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY I*100316For profit or not for profit: For-Profit OrganizationName of outside business organization: RENTAL PROPERTYInvestment related: YAddress of business:4600, AUSTIN, Texas 78744Nature of business: Sole Proprietorship,Compensation for Activity: YPosition, title, association: Owner, Start date of relationship: 11/1/2016Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: RENTAL PROPERTY I*5824FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTYINVESTMENT RELATED: ADDRESS OF BUSINESS:SAN ANTONIO, TEXAS 78250NATURE OF BUSINESS: ,POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 10/2/2017NUMBER OF HOURS DEVOTED: 1 HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 I*2465294, Entity Type: , Name of OBA: P & P F Family Trust, Address: Newbury Park, California, 91320, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 05/22/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2011-04-08

Other Names

• Christian M Fuess
• Christian Michael Fuess