Christian Thomas Coyle

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-12-05

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	01/2023	Present
Invictus Capital Partners	Charlotte	NC	05/2021	01/2023
Healthy Home Solar	Oldsmar	FL	08/2019	11/2020
Unemployed	Miami	FL	12/2020	04/2021
Homestar Solar	Columbia	SC	01/2018	08/2019
Accounts Payable Uncc	Charlotte	NC	11/2015	08/2017
University Of North Carolina At Charlotte	Charlotte	NC	08/2013	12/2017

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
05/2021 → 01/2023

Invictus Capital Partners

Charlotte, NC
08/2019 → 11/2020

Healthy Home Solar

Oldsmar, FL
12/2020 → 04/2021

Unemployed

Miami, FL
01/2018 → 08/2019

Homestar Solar

Columbia, SC
11/2015 → 08/2017

Accounts Payable Uncc

Charlotte, NC
08/2013 → 12/2017

University Of North Carolina At Charlotte

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-04

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