Paul Christopher Chrisman

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

• 06/1985 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 06/2011 → Present
  Bank Of America,N.A.
  Vienna, VA

Other Businesses

I*8666 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: Address of business: Reston, Virginia 20191 Nature of business: , Position, title, association: , Start date of relationship: 1/1/1995 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-14
• S63 Uniform Securities Agent State Law Examination
  1985-06-28

Other Names

• Paul Chrisman
• Paul Christopher Chrisman