Christa A Ross

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Atlanta, GA
  Alpharetta, GA
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA
• 2003-02-07 → 2004-10-20
  Quick & Reilly, Inc.
  Alpharetta, GA

Other Businesses

I*3272269 Entity Type: Charitable Name of OBA: Alpharetta Junio Raiders Cheer Address: Alpharetta, GA 30005 Investment Related: No Position, Title, Association: Director Employee Start Date: 01/01/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0 Duties: This is a middle school cheer program. My role is Executive Sideline Director. I will be responsible for setting up tryouts and will be a liaison between the coaches and each team for games and practices. I have no financial responsibility.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-08
• S63 Uniform Securities Agent State Law Examination
  1995-09-21

Other Names

• Christa Ann Cully
• Christa Ann Freeman