Christy Stina

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

• 05/2008 → 04/2017
  Ubs Financial Services Inc.
  Boca Raton, FL
• 04/2017 → 05/2022
  Morgan Stanley
  Boca Raton, FL
• 05/2022 → 10/2024
  Ubs Financial Services Inc.
  Boca Raton, FL
• 10/2024 → 03/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → 03/2025
  Merit Financial Advisors
  Boca Raton, FL
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Previous Registrations

• 2024-11-12 → 2025-03-10
  Merit Financial Advisors
  Alpharetta, GA
  Boca Raton, FL
• 2022-05-06 → 2024-10-29
  Ubs Financial Services Inc.
  Boca Raton, FL
  Delray Beach, FL
• 2017-04-17 → 2022-05-05
  Morgan Stanley
  Boca Raton, FL
• 2009-04-03 → 2017-04-21
  Ubs Financial Services Inc.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-03-26
• S63 Uniform Securities Agent State Law Examination
  2001-02-12

Other Names

• Christy Bennett Stina
• Christy Bennett
• Christy Bennettstina
• Christy Bennett Stina
• Christy Stina
• Christy Bennett-Stina