Chris Taylor Bettencourt

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

• 02/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Quincy, MA

Previous Registrations

• 1994-07-18 → 2004-03-02
  Morgan Stanley Dw Inc.
  Hyannis, MA

Other Businesses

I*756249 For profit or not for profit: Entity For Profit Name of outside business organization: blufish Investment related: N Address of business: Duxbury, Massachusetts, 02332 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 5/5/2022 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Playing music, Play music I*2947281, Entity Type,n/a. Name of OBA:J B ML IRA, Address:DuxburyMassachusetts 02332, Investment Related:no, Position, Title, Power of Attorney, Association: Employee Start Date: 08/07/2025 No Hours:1 No Hours during trading: 0 yearly Duties:Power of Attorney/spouse.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-01
• S63 Uniform Securities Agent State Law Examination
  1993-09-24

Other Names

• Christopher Taylor Bettencourt
• Chris Bettencourt