Chloe Diane Crist

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 06/2019 → 03/2022
  Henssler Financial
  Kennesaw, GA
• 01/2019 → 05/2019
  Ameris Bank
  St. Augustine, FL
• 02/2018 → 12/2018
  Splash In The Boro
  Statesboro, GA
• 08/2013 → 02/2018
  South Beach Grill
  St. Augustine, FL
• 08/2015 → 12/2018
  Georgia Southern University
  Statesboro, GA
• 05/2022 → 09/2025
  Bank Of America, N.A
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory
  Atlanta, GA

Previous Registrations

• 2022-08-17 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Atlanta, GA

Other Businesses

I*: 2512263 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Atlanta, GA 30316 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 6/16/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Sole owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2022-08-12