Christopher Craig

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

• 07/2022 → 02/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 07/2022 → 02/2024
  Tiaa
  Lewisville, TX
• 08/2014 → 05/2018
  Mckinney North High School
  Mckinney, TX
• 04/2016 → 12/2018
  Stonebridge Ranch Country Club
  Mckinney, TX
• 06/2018 → 08/2018
  Ej Wills Gastro Pub
  Mckinney, TX
• 07/2019 → 01/2020
  Wingbucket
  Mckinney, TX
• 03/2020 → 04/2020
  Kroger
  Mckinney, TX
• 01/2018 → 01/2018
  Legacy Casting (New Caps Llc)
  Dallas, TX
• 07/2020 → 12/2021
  Louis On Campus Corner
  Norman, OK
• 08/2018 → 08/2022
  University Of Oklahoma
  Norman, OK
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Forney, TX
• 05/2024 → 06/2024
  Modern Woodman
  Dallas, TX
• 07/2024 → Present
  Bank Of America, N.A.
  Forney, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2022-09-20

Other Names

• Christopher P Craig
• Christopher Craig
• Chris Craig
• Christopher Phebus Craig
• Christoph Phebus Craig