Christopher James Dailey

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

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
• 12/2021 → Present
  Bank Of America, N.A.
  Brentwood, TN
• 10/2021 → 12/2021
  Capstar Bank
  Nashville, TN
• 02/2018 → 09/2021
  Bank Of America
  Bellevue, WA
• 04/2017 → 02/2018
  Gemtech Llc
  Kent, WA
• 05/2015 → 04/2017
  Crating Specialties
  Kent, WA

Other Businesses

I*1200348 For profit or not for profit: Entity For Profit Name of outside business organization: Harris Training Investment related: N Address of business: Nashville, Tennessee, 37217 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 3/1/2023 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am the coach of a travel baseball team, I will be coaching a youth summer baseball team

Exams

• S66 Uniform Combined State Law Examination
  2022-07-01

Other Names

• C J Dailey
• Chris J Dailey
• Cj Dailey