Christopher Federico

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

• 06/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

I*2481283, Entity Type: Entity Governmental, Name of OBA: Fulton County Schools; Chattahoochee High School, Address: Johns Creek, Georgia, 30022, Investment Related: N, Position, Title, Association: Committee, Board Member, Officer, Employee State Date: 07/01/2025, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: The responsibilities of the SGC are as follows: Approve the school's Strategic Plan Approve the school's budget recommendations Manage the Request for Flexibility process Participate in the hiring process when hiring a new principalProvide feedback on the principal's performanceInterface with the school's Title I committee (where applicable) The purpose of a School Governance Council is to provide parents, school staff, and community members with a leadership role through monitoring and implementation of the strategic plan. A School Governance Council, or SGC, is responsible for setting and monitoring the strategic direction of the school.?

Exams

• S66 Uniform Combined State Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2013-11-23

Other Names

• Chris Federico