Christine Noelle Smith

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-08-18
TX	RA	APPROVED_RES	2024-03-04
PA	RA	APPROVED	2010-06-15
CT	RA	APPROVED	2009-10-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Doylestown	PA	10/2009	Present
Bank Of America, N.A.	Doylestown	PA	06/2011	Present

10/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Doylestown, PA
06/2011 → Present

Bank Of America, N.A.

Doylestown, PA

2008-04-28 → 2009-10-23

Banc Of America Investment Services, Inc.

Doylestown, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-07-10
S63	Uniform Securities Agent State Law Examination	1996-03-25