Christopher J Mcbride

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

• 08/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lenoir, NC
• 01/2015 → Present
  Bank Of America, N.A.
  Lenoir, NC

Other Businesses

I*1319249 For profit or not for profit: Entity For Profit Name of outside business organization: Maverick Enterprises Investment related: N Address of business: Hickory, North Carolina, 28602, United States Nature of business: ["S Corporation"] Position, title, association: ["Owner"], Start date of relationship: 7/1/2023 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , With my son going in to Pre K in August and my wife planning to continue to be a homemaker we were looking at starting an Amazon business via an LLC. I would be a member of it but it's more of her deal hunting when he's in school and on occasion I would assist but it would be her baby. Outsourced accounting and warehousing just buying and shipping directly to their centers to resell essentially through their platform. I would anticipate this taking far less than 5% of my time and only outside of work hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-13

Other Names

• Christopher Jack Mcbride