Christopher Taylor

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 10/2023 → 07/2025
  Jpmorgan Chase
  New Hyde Park, NY
• 06/2008 → 08/2023
  Capital One
  Melville, NY

Other Businesses

I*2599266 Entity Type: Charitable Name of OBA: Bethpage Baseball Association Address:Plainview New York Investment Related:No Position, Title, Association:Board Member Start Date:01/01/2019 No Hours: 1 Weekly No Hours during trading:0 Duties: I am on the board and my title is Information Officer. My primary role is to manage the website and handle registrations. I*2600274 Entity Type: For Profit Name of OBA: TX4 Enterprises LLC Address:Plainview New York Investment Related:No Position, Title, Association:Owner Start Date:03/01/2021 No Hours: 2 Weekly No Hours during trading:0 Duties: I list and ship items that I sell on ebay.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-29

Other Names

• Chris G Taylor
• Christopher George Taylor
• Christophe Taylor