Christian Issa

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2017 → 08/2022
  Drexel University
  Philadelphia, PA
• 09/2014 → 09/2017
  Council Rock High School North
  Newtown, PA
• 06/2020 → 05/2022
  Estee Lauder
  Bristol, PA
• 04/2019 → 09/2019
  Kbra Holdings Inc
  Dresher, PA
• 07/2017 → 04/2018
  Evergreen Senior Management
  Newtown, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21