Christian James R Celon

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

• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 09/2021 → 06/2024
  Tallahassee Memorial Healthcare
  Tallahassee, FL
• 06/2024 → 08/2024
  Bank Of New York
  Lake Mary, FL
• 08/2024 → 06/2025
  Tallahassee Memorial Healthcare
  Tallahassee, FL
• 08/2015 → 05/2020
  St. John Payne Catholic School
  Chelmsford
• 08/2020 → 05/2022
  Leon Highschool
  Tallahassee, FL
• 08/2022 → 07/2023
  Tallahassee State College
  Tallahassee, FL
• 08/2023 → 05/2025
  Florida State University
  Tallahassee, FL
• 05/2020 → 08/2020
  Unemployed
  Unemployed, FL
• 06/2025 → 08/2025
  Unemployed
  Tallahassee, FL
• 05/2022 → 08/2022
  Unemployed
  Tallahassee, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-17